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PMFJX vs VIMSX
PMFJX vs VIMSX Comparison
Open Charts PMFJX vs VIMSX
Principal MidCap S&P 400 Index J
Price$21.72
Change-$0.41 (-1.85%)
VolumeN/A
Net Assets1.21B
Vanguard Mid Cap Index Investor
Price$78.42
Change-$1.34 (-1.68%)
VolumeN/A
Net Assets198.55B
PMFJX vs VIMSX Comparison Chart in %
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PMFJX vs. VIMSX commentary
Nov 14, 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: 199B vs. PMFJX (1.21B). VIMSX pays higher dividends than PMFJX: VIMSX (1.38) vs PMFJX (1.19). PMFJX was incepted earlier than VIMSX: PMFJX (25 years) vs VIMSX (28 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 : 5.67 vs. PMFJX (-11.05). VIMSX return over 5 years is better than : 52.23 vs. PMFJX (14.44).
| PMFJX | VIMSX | PMFJX / VIMSX | |
| Total Expense Ratio | 0.38 | 0.17 | 224% |
| Annual Report Gross Expense Ratio | 0.38 | 0.17 | 224% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 5.835 | 10.764 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 199B | 1% |
| Annual Yield % from dividends | 1.19 | 1.38 | 87% |
| Returns for 1 year | -11.05 | 5.67 | -195% |
| Returns for 3 years | 7.54 | 37.82 | 20% |
| Returns for 5 years | 14.44 | 52.23 | 28% |
| Returns for 10 years | 32.83 | 148.83 | 22% |
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