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PMFMX vs VIMSX
PMFMX vs VIMSX Comparison
Open Charts PMFMX vs VIMSX
Principal MidCap S&P 400 Index R3
Price$21.90
Change-$0.34 (-1.53%)
VolumeN/A
Net Assets1.2B
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
PMFMX vs VIMSX Comparison Chart
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PMFMX vs. VIMSX commentary
Jun 16, 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: 185B vs. PMFMX (1.2B). VIMSX pays higher dividends than PMFMX: VIMSX (1.40) vs PMFMX (0.86). 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 : 11.58 vs. PMFMX (-7.94). VIMSX return over 5 years is better than : 69.57 vs. PMFMX (27.33).
| 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 | -3.311 | 2.751 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 185B | 1% |
| Annual Yield % from dividends | 0.86 | 1.40 | 61% |
| Returns for 1 year | -7.94 | 11.58 | -69% |
| Returns for 3 years | 10.46 | 39.11 | 27% |
| Returns for 5 years | 27.33 | 69.57 | 39% |
| Returns for 10 years | 12.71 | 114.00 | 11% |
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