PMBMX vs. VIMAX

In the year-to-date period, PMBMX achieves a 2.64% return, which is significantly lower than VIMAX's 2.85% return. Over the past 10 years, PMBMX has outperformed VIMAX with an annualized return of 11.37%, while VIMAX has yielded a comparatively lower 9.30% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

PMBMX has a 1.15% expense ratio, which is higher than VIMAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund (PMBMX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PMBMX Sharpe Ratio is 0.81, which is comparable to the VIMAX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of PMBMX and VIMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PMBMX's dividend yield for the trailing twelve months is around 3.35%, more than VIMAX's 1.52% yield.

The maximum PMBMX drawdown since its inception was -50.69%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for PMBMX and VIMAX.

Principal MidCap Fund (PMBMX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) have volatilities of 4.73% and 4.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.