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PMFMX vs VMCPX
PMFMX vs VMCPX Comparison
Open Charts PMFMX vs VMCPX
Principal MidCap S&P 400 Index R3
Price$23.13
Change-$0.14 (-0.60%)
VolumeN/A
Net Assets1.22B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
PMFMX vs VMCPX Comparison Chart in %
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PMFMX vs. VMCPX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. PMFMX (1.22B). VMCPX pays higher dividends than PMFMX: VMCPX (1.51) vs PMFMX (0.82). 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 : 14.33 vs. PMFMX (-5.25). VMCPX return over 5 years is better than : 62.30 vs. PMFMX (21.22).
| 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 | 2.119 | 8.316 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 197B | 1% |
| Annual Yield % from dividends | 0.82 | 1.51 | 54% |
| Returns for 1 year | -5.25 | 14.33 | -37% |
| Returns for 3 years | 1.00 | 26.46 | 4% |
| Returns for 5 years | 21.22 | 62.30 | 34% |
| Returns for 10 years | 20.90 | 125.31 | 17% |