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$20.24
Change-$0.32 (-1.56%)
VolumeN/A
Net Assets1.2B
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
PMFJX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMFJX vs. VIMSX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. PMFJX (1.2B). VIMSX pays higher dividends than PMFJX: VIMSX (1.40) vs PMFJX (1.28). 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 : 11.58 vs. PMFJX (-8.37). VIMSX return over 5 years is better than : 69.57 vs. PMFJX (26.26).
| 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 | -3.204 | 2.751 | -116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 185B | 1% |
| Annual Yield % from dividends | 1.28 | 1.40 | 91% |
| Returns for 1 year | -8.37 | 11.58 | -72% |
| Returns for 3 years | 9.61 | 39.11 | 25% |
| Returns for 5 years | 26.26 | 69.57 | 38% |
| Returns for 10 years | 11.95 | 114.00 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement