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PMFJX vs VIMSX
PMFJX vs VIMSX Comparison
Open Charts PMFJX vs VIMSX
Principal MidCap S&P 400 Index J
Price$21.51
Change+$0.14 (+0.66%)
VolumeN/A
Net Assets1.24B
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
PMFJX vs VIMSX Comparison Chart in %
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PMFJX vs. VIMSX commentary
Jul 07, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. PMFJX (1.25B). VIMSX pays higher dividends than PMFJX: VIMSX (1.40) vs PMFJX (1.24). 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 : 17.63 vs. PMFJX (-2.18). VIMSX return over 5 years is better than : 73.64 vs. PMFJX (32.69).
| 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 | 2.869 | 7.625 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 185B | 1% |
| Annual Yield % from dividends | 1.24 | 1.40 | 89% |
| Returns for 1 year | -2.18 | 17.63 | -12% |
| Returns for 3 years | 15.82 | 43.06 | 37% |
| Returns for 5 years | 32.69 | 73.64 | 44% |
| Returns for 10 years | 21.39 | 127.44 | 17% |
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