PMBMX vs. VIMAX
Compare and contrast key facts about Principal MidCap Fund (PMBMX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
PMBMX is managed by Principal. It was launched on Dec 6, 2000. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMBMX or VIMAX.
Correlation
The correlation between PMBMX and VIMAX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PMBMX vs. VIMAX - Performance Comparison
Key characteristics
PMBMX:
0.96
VIMAX:
1.38
PMBMX:
1.35
VIMAX:
1.93
PMBMX:
1.17
VIMAX:
1.24
PMBMX:
0.89
VIMAX:
2.35
PMBMX:
3.31
VIMAX:
6.24
PMBMX:
4.20%
VIMAX:
2.74%
PMBMX:
14.50%
VIMAX:
12.43%
PMBMX:
-58.19%
VIMAX:
-58.88%
PMBMX:
-8.61%
VIMAX:
-4.52%
Returns By Period
In the year-to-date period, PMBMX achieves a 1.81% return, which is significantly lower than VIMAX's 2.48% return. Over the past 10 years, PMBMX has underperformed VIMAX with an annualized return of 6.26%, while VIMAX has yielded a comparatively higher 9.37% annualized return.
PMBMX
1.81%
-1.54%
2.06%
11.86%
5.69%
6.26%
VIMAX
2.48%
-2.22%
6.21%
15.53%
9.67%
9.37%
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PMBMX vs. VIMAX - Expense Ratio Comparison
PMBMX has a 1.15% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Risk-Adjusted Performance
PMBMX vs. VIMAX — Risk-Adjusted Performance Rank
PMBMX
VIMAX
PMBMX vs. VIMAX - Risk-Adjusted Performance Comparison
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.
Dividends
PMBMX vs. VIMAX - Dividend Comparison
PMBMX's dividend yield for the trailing twelve months is around 0.02%, less than VIMAX's 1.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMBMX Principal MidCap Fund | 0.02% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.45% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
PMBMX vs. VIMAX - Drawdown Comparison
The maximum PMBMX drawdown since its inception was -58.19%, roughly equal to the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for PMBMX and VIMAX. For additional features, visit the drawdowns tool.
Volatility
PMBMX vs. VIMAX - Volatility Comparison
Principal MidCap Fund (PMBMX) has a higher volatility of 3.48% compared to Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) at 3.11%. This indicates that PMBMX's price experiences larger fluctuations and is considered to be riskier than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.