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PMFJX vs VMCPX
PMFJX vs VMCPX Comparison
Open Charts PMFJX vs VMCPX
Principal MidCap S&P 400 Index J
Price$21.51
Change+$0.14 (+0.66%)
VolumeN/A
Net Assets1.24B
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
PMFJX vs VMCPX Comparison Chart in %
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PMFJX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. PMFJX (1.25B). VMCPX pays higher dividends than PMFJX: VMCPX (1.54) vs PMFJX (1.24). 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 : 17.65 vs. PMFJX (-2.18). VMCPX return over 5 years is better than : 73.80 vs. PMFJX (32.69).
| 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 | 2.869 | 7.631 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 185B | 1% |
| Annual Yield % from dividends | 1.24 | 1.54 | 81% |
| Returns for 1 year | -2.18 | 17.65 | -12% |
| Returns for 3 years | 15.82 | 43.14 | 37% |
| Returns for 5 years | 32.69 | 73.80 | 44% |
| Returns for 10 years | 21.39 | 127.62 | 17% |
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