Interact to see
Advertisement
Advertisement
PMFJX vs VIMSX
PMFJX vs VIMSX Comparison
Open Charts PMFJX vs VIMSX
Principal MidCap S&P 400 Index J
Price$21.39
Change-$0.13 (-0.60%)
VolumeN/A
Net Assets1.22B
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
PMFJX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMFJX vs. VIMSX commentary
Aug 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PMFJX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. PMFJX (1.22B). VIMSX pays higher dividends than PMFJX: VIMSX (1.37) vs PMFJX (1.23). PMFJX was incepted earlier than VIMSX: PMFJX (24 years) vs VIMSX (27 years). PMFJX (0.38) is less costly to investors than VIMSX (0.17). PMFJX is a more actively managed with annual turnover of: 19.90 vs. VIMSX (16.00). PMFJX has a lower initial minimum investment than VIMSX: PMFJX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 14.31 vs. PMFJX (-5.73). VIMSX return over 5 years is better than : 62.16 vs. PMFJX (20.22).
| PMFJX | VIMSX | PMFJX / VIMSX | |
| Total Expense Ratio | 0.38 | 0.17 | 224% |
| Annual Report Gross Expense Ratio | 0.38 | 0.17 | 224% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 2.296 | 8.291 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 197B | 1% |
| Annual Yield % from dividends | 1.23 | 1.37 | 89% |
| Returns for 1 year | -5.73 | 14.31 | -40% |
| Returns for 3 years | 0.20 | 26.39 | 1% |
| Returns for 5 years | 20.22 | 62.16 | 33% |
| Returns for 10 years | 20.10 | 125.09 | 16% |