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PMFMX vs VMCPX
PMFMX vs VMCPX Comparison
Open Charts PMFMX vs VMCPX
Principal MidCap S&P 400 Index R3
Price$23.46
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets1.25B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
PMFMX vs VMCPX Comparison Chart in %
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PMFMX vs. VMCPX commentary
Jul 28, 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: 192B 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 : 17.91 vs. PMFMX (-4.40). VMCPX return over 5 years is better than : 70.93 vs. PMFMX (29.68).
| 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 | 3.576 | 9.831 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 192B | 1% |
| Annual Yield % from dividends | 0.83 | 1.54 | 54% |
| Returns for 1 year | -4.40 | 17.91 | -25% |
| Returns for 3 years | 12.69 | 42.13 | 30% |
| Returns for 5 years | 29.68 | 70.93 | 42% |
| Returns for 10 years | 25.00 | 132.70 | 19% |
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