CHCZX
Price
$13.51
Change
+$0.17 (+1.27%)
Updated
Sep 4 closing price
Net Assets
2.63B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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CHCZX vs PMBPX

Header iconCHCZX vs PMBPX Comparison
Open Charts CHCZX vs PMBPXBanner chart's image
AB Discovery Growth Z
Price$13.51
Change+$0.17 (+1.27%)
VolumeN/A
Net Assets2.63B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
CHCZX vs PMBPX Comparison Chart in %
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CHCZX vs. PMBPX commentary
Sep 08, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. CHCZX (2.63B). PMBPX pays higher dividends than CHCZX: PMBPX (0.01) vs CHCZX (0.00). CHCZX was incepted earlier than PMBPX: CHCZX (11 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than CHCZX (0.67). CHCZX is a more actively managed with annual turnover of: 79.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than CHCZX: PMBPX (0) vs CHCZX (2000000). CHCZX annual gain was more profitable for investors over the last year : 12.41 vs. PMBPX (9.16). PMBPX return over 5 years is better than : 47.38 vs. CHCZX (-0.65).
CHCZXPMBPXCHCZX / PMBPX
Total Expense Ratio0.670.8381%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence11 years25 years-
Gain YTD3.6367.01852%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.63B33B8%
Annual Yield % from dividends0.000.01-
Returns for 1 year12.419.16135%
Returns for 3 years40.1646.0487%
Returns for 5 years-0.6547.38-1%
Returns for 10 years42.70111.6338%
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