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PMFMX vs VIMSX
PMFMX vs VIMSX Comparison
Open Charts PMFMX vs VIMSX
Principal MidCap S&P 400 Index R3
Price$23.13
Change-$0.14 (-0.60%)
VolumeN/A
Net Assets1.22B
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
PMFMX vs VIMSX Comparison Chart in %
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PMFMX vs. VIMSX 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 PMFMX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. PMFMX (1.22B). VIMSX pays higher dividends than PMFMX: VIMSX (1.37) vs PMFMX (0.82). PMFMX was incepted earlier than VIMSX: PMFMX (25 years) vs VIMSX (27 years). PMFMX (0.73) is less costly to investors than VIMSX (0.17). PMFMX is a more actively managed with annual turnover of: 19.90 vs. VIMSX (16.00). PMFMX has a lower initial minimum investment than VIMSX: PMFMX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 14.31 vs. PMFMX (-5.25). VIMSX return over 5 years is better than : 62.16 vs. PMFMX (21.22).
| PMFMX | VIMSX | PMFMX / VIMSX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 2.119 | 8.291 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 197B | 1% |
| Annual Yield % from dividends | 0.82 | 1.37 | 60% |
| Returns for 1 year | -5.25 | 14.31 | -37% |
| Returns for 3 years | 1.00 | 26.39 | 4% |
| Returns for 5 years | 21.22 | 62.16 | 34% |
| Returns for 10 years | 20.90 | 125.09 | 17% |
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