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PMFMX vs VIMSX
PMFMX vs VIMSX Comparison
Open Charts PMFMX vs VIMSX
Principal MidCap S&P 400 Index R3
Price$23.96
Change-$0.09 (-0.37%)
VolumeN/A
Net Assets1.22B
Vanguard Mid Cap Index Investor
Price$79.77
Change+$0.62 (+0.78%)
VolumeN/A
Net Assets198.55B
PMFMX vs VIMSX Comparison Chart in %
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PMFMX vs. VIMSX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. PMFMX (1.22B). VIMSX pays higher dividends than PMFMX: VIMSX (1.37) vs PMFMX (0.78). PMFMX was incepted earlier than VIMSX: PMFMX (25 years) vs VIMSX (28 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 : 2.45 vs. PMFMX (-11.89). VIMSX return over 5 years is better than : 44.85 vs. PMFMX (11.28).
| 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 | 28 years | - |
| Gain YTD | 6.181 | 9.959 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 199B | 1% |
| Annual Yield % from dividends | 0.78 | 1.37 | 57% |
| Returns for 1 year | -11.89 | 2.45 | -485% |
| Returns for 3 years | 7.18 | 34.53 | 21% |
| Returns for 5 years | 11.28 | 44.85 | 25% |
| Returns for 10 years | 30.34 | 138.83 | 22% |
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