CHCZX
Price
$13.69
Change
-$0.04 (-0.29%)
Updated
Oct 17 closing price
Net Assets
2.58B
PMBCX
Price
$35.64
Change
+$0.17 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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CHCZX vs PMBCX

Header iconCHCZX vs PMBCX Comparison
Open Charts CHCZX vs PMBCXBanner chart's image
AB Discovery Growth Z
Price$13.69
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets2.58B
Principal MidCap C
Price$35.64
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets31.93B
CHCZX vs PMBCX Comparison Chart in %
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CHCZX vs. PMBCX commentary
Oct 19, 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 CHCZX is a Hold and PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.9B vs. CHCZX (2.58B). CHCZX (0.00) and PMBCX (0.00) have matching dividends . CHCZX was incepted earlier than PMBCX: CHCZX (11 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than CHCZX (0.67). CHCZX is a more actively managed with annual turnover of: 80.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than CHCZX: PMBCX (1000) vs CHCZX (2000000). CHCZX annual gain was more profitable for investors over the last year : 1.94 vs. PMBCX (-4.45). PMBCX return over 5 years is better than : 25.71 vs. CHCZX (-11.85).
CHCZXPMBCXCHCZX / PMBCX
Total Expense Ratio0.671.7538%
Annual Report Gross Expense Ratio0.671.7538%
Fund Existence11 years19 years-
Gain YTD3.7121.538241%
Front LoadN/AN/A-
Min. Initial Investment20000001000200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.58B31.9B8%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.94-4.45-44%
Returns for 3 years45.6442.56107%
Returns for 5 years-11.8525.71-46%
Returns for 10 years48.3673.9465%
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