CHCYX
Price
$13.13
Change
+$0.17 (+1.31%)
Updated
Jun 26 closing price
Net Assets
2.52B
PMBPX
Price
$45.36
Change
+$0.40 (+0.89%)
Updated
Jun 26 closing price
Net Assets
30.94B
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CHCYX vs PMBPX

Header iconCHCYX vs PMBPX Comparison
Open Charts CHCYX vs PMBPXBanner chart's image
AB Discovery Growth Advisor
Price$13.13
Change+$0.17 (+1.31%)
VolumeN/A
Net Assets2.52B
Principal MidCap R5
Price$45.36
Change+$0.40 (+0.89%)
VolumeN/A
Net Assets30.94B
CHCYX vs PMBPX Comparison Chart in %
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CHCYX vs. PMBPX commentary
Jun 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 CHCYX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. CHCYX (2.52B). PMBPX pays higher dividends than CHCYX: PMBPX (0.01) vs CHCYX (0.00). CHCYX was incepted earlier than PMBPX: CHCYX (29 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than CHCYX (0.71). CHCYX is a more actively managed with annual turnover of: 79.00 vs. PMBPX (10.50). CHCYX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 11.82 vs. CHCYX (7.64). PMBPX return over 5 years is better than : 59.73 vs. CHCYX (0.54).
CHCYXPMBPXCHCYX / PMBPX
Total Expense Ratio0.700.8384%
Annual Report Gross Expense Ratio0.710.8386%
Fund Existence29 years25 years-
Gain YTD-2.8493.451-83%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.52B30.9B8%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.6411.8265%
Returns for 3 years33.4745.7573%
Returns for 5 years0.5459.731%
Returns for 10 years27.9999.1728%
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