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PMFMX vs VIMSX
PMFMX vs VIMSX Comparison
Open Charts PMFMX vs VIMSX
Principal MidCap S&P 400 Index R3
Price$23.49
Change-$0.27 (-1.14%)
VolumeN/A
Net Assets1.27B
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
PMFMX vs VIMSX Comparison Chart in %
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PMFMX vs. VIMSX commentary
Feb 05, 2026
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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. PMFMX (1.27B). VIMSX pays higher dividends than PMFMX: VIMSX (1.37) vs PMFMX (0.68). 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 (16.20) and VIMSX (16.00) have comparable annual turnover. 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 : 8.23 vs. PMFMX (1.93). VIMSX return over 5 years is better than : 38.77 vs. PMFMX (4.33).
| 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 | 28 years | - |
| Gain YTD | 5.101 | 2.272 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 199B | 1% |
| Annual Yield % from dividends | 0.68 | 1.37 | 50% |
| Returns for 1 year | 1.93 | 8.23 | 23% |
| Returns for 3 years | 6.84 | 33.97 | 20% |
| Returns for 5 years | 4.33 | 38.77 | 11% |
| Returns for 10 years | 54.75 | 180.15 | 30% |
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