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PMFMX vs VMCPX
PMFMX vs VMCPX Comparison
Open Charts PMFMX vs VMCPX
Principal MidCap S&P 400 Index R3
Price$23.26
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets1.24B
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
PMFMX vs VMCPX Comparison Chart in %
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PMFMX vs. VMCPX commentary
Jul 06, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. PMFMX (1.25B). VMCPX pays higher dividends than PMFMX: VMCPX (1.54) vs PMFMX (0.83). PMFMX was incepted earlier than VMCPX: PMFMX (25 years) vs VMCPX (15 years). PMFMX (0.73) is less costly to investors than VMCPX (0.03). PMFMX is a more actively managed with annual turnover of: 19.90 vs. VMCPX (16.00). PMFMX has a lower initial minimum investment than VMCPX: PMFMX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.65 vs. PMFMX (-1.73). VMCPX return over 5 years is better than : 73.80 vs. PMFMX (33.73).
| PMFMX | VMCPX | PMFMX / VMCPX | |
| Total Expense Ratio | 0.73 | 0.03 | 2,433% |
| Annual Report Gross Expense Ratio | 0.73 | 0.03 | 2,433% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 2.693 | 7.631 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 185B | 1% |
| Annual Yield % from dividends | 0.83 | 1.54 | 54% |
| Returns for 1 year | -1.73 | 17.65 | -10% |
| Returns for 3 years | 16.62 | 43.14 | 39% |
| Returns for 5 years | 33.73 | 73.80 | 46% |
| Returns for 10 years | 22.17 | 127.62 | 17% |
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