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PMFJX vs VMCPX
PMFJX vs VMCPX Comparison
Open Charts PMFJX vs VMCPX
Principal MidCap S&P 400 Index J
Price$21.39
Change-$0.13 (-0.60%)
VolumeN/A
Net Assets1.22B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
PMFJX vs VMCPX Comparison Chart in %
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PMFJX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. PMFJX (1.22B). VMCPX pays higher dividends than PMFJX: VMCPX (1.51) vs PMFJX (1.23). PMFJX was incepted earlier than VMCPX: PMFJX (24 years) vs VMCPX (15 years). PMFJX (0.38) is less costly to investors than VMCPX (0.03). PMFJX is a more actively managed with annual turnover of: 19.90 vs. VMCPX (16.00). PMFJX has a lower initial minimum investment than VMCPX: PMFJX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.33 vs. PMFJX (-5.73). VMCPX return over 5 years is better than : 62.30 vs. PMFJX (20.22).
| PMFJX | VMCPX | PMFJX / VMCPX | |
| Total Expense Ratio | 0.38 | 0.03 | 1,267% |
| Annual Report Gross Expense Ratio | 0.38 | 0.03 | 1,267% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 2.296 | 8.316 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 197B | 1% |
| Annual Yield % from dividends | 1.23 | 1.51 | 81% |
| Returns for 1 year | -5.73 | 14.33 | -40% |
| Returns for 3 years | 0.20 | 26.46 | 1% |
| Returns for 5 years | 20.22 | 62.30 | 32% |
| Returns for 10 years | 20.10 | 125.31 | 16% |