CHCZX
Price
$11.39
Change
-$0.03 (-0.26%)
Updated
Apr 25 closing price
Net Assets
2.28B
PMBPX
Price
$42.54
Change
-$0.21 (-0.49%)
Updated
Apr 25 closing price
Net Assets
29.31B
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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$11.39
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets2.28B
Principal MidCap R5
Price$42.54
Change-$0.21 (-0.49%)
VolumeN/A
Net Assets29.31B
CHCZX vs PMBPX Comparison Chart
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CHCZX vs. PMBPX commentary
Apr 26, 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: 29.3B vs. CHCZX (2.28B). PMBPX pays higher dividends than CHCZX: PMBPX (0.01) vs CHCZX (0.00). CHCZX was incepted earlier than PMBPX: CHCZX (11 years) vs PMBPX (24 years). PMBPX (0.84) 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 : 8.57 vs. CHCZX (-3.22). PMBPX return over 5 years is better than : 70.47 vs. CHCZX (6.53).
CHCZXPMBPXCHCZX / PMBPX
Total Expense Ratio0.670.8480%
Annual Report Gross Expense Ratio0.670.8480%
Fund Existence11 years24 years-
Gain YTD-13.485-1.634825%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.28B29.3B8%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.228.57-38%
Returns for 3 years7.0326.9826%
Returns for 5 years6.5370.479%
Returns for 10 years14.3684.9017%
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