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PMFMX vs VMCPX
PMFMX vs VMCPX Comparison
Open Charts PMFMX vs VMCPX
Principal MidCap S&P 400 Index R3
Price$21.90
Change-$0.34 (-1.53%)
VolumeN/A
Net Assets1.2B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
PMFMX vs VMCPX Comparison Chart
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PMFMX vs. VMCPX commentary
Jun 15, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. PMFMX (1.2B). VMCPX pays higher dividends than PMFMX: VMCPX (1.54) vs PMFMX (0.86). 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 : 11.60 vs. PMFMX (-7.94). VMCPX return over 5 years is better than : 69.72 vs. PMFMX (27.33).
| 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 | -3.311 | 2.781 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 185B | 1% |
| Annual Yield % from dividends | 0.86 | 1.54 | 56% |
| Returns for 1 year | -7.94 | 11.60 | -68% |
| Returns for 3 years | 10.46 | 39.16 | 27% |
| Returns for 5 years | 27.33 | 69.72 | 39% |
| Returns for 10 years | 12.71 | 114.26 | 11% |
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