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PMFMX vs VMCPX
PMFMX vs VMCPX Comparison
Open Charts PMFMX vs VMCPX
Principal MidCap S&P 400 Index R3
Price$23.54
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets1.21B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.32
Change+$0.68 (+0.17%)
VolumeN/A
Net Assets201.28B
PMFMX vs VMCPX Comparison Chart in %
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PMFMX vs. VMCPX commentary
Oct 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: 201B vs. PMFMX (1.21B). VMCPX pays higher dividends than PMFMX: VMCPX (1.50) vs PMFMX (0.79). 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 : 7.59 vs. PMFMX (-9.38). VMCPX return over 5 years is better than : 57.33 vs. PMFMX (20.31).
| 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 | 3.929 | 9.709 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 201B | 1% |
| Annual Yield % from dividends | 0.79 | 1.50 | 53% |
| Returns for 1 year | -9.38 | 7.59 | -124% |
| Returns for 3 years | 15.41 | 49.71 | 31% |
| Returns for 5 years | 20.31 | 57.33 | 35% |
| Returns for 10 years | 28.75 | 141.02 | 20% |
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