CHCZX
Price
$12.48
Change
-$0.21 (-1.65%)
Updated
Jun 13 closing price
Net Assets
2.5B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
31.03B
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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$12.48
Change-$0.21 (-1.65%)
VolumeN/A
Net Assets2.5B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets31.03B
CHCZX vs PMBPX Comparison Chart
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CHCZX vs. PMBPX commentary
Jun 14, 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: 31B vs. CHCZX (2.5B). 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). PMBPX annual gain was more profitable for investors over the last year : 11.98 vs. CHCZX (6.64). PMBPX return over 5 years is better than : 56.72 vs. CHCZX (2.84).
CHCZXPMBPXCHCZX / PMBPX
Total Expense Ratio0.670.8381%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence11 years25 years-
Gain YTD-3.8643.520-110%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B31B8%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.6411.9855%
Returns for 3 years40.6951.8578%
Returns for 5 years2.8456.725%
Returns for 10 years24.2395.6825%
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