DBMAX
Price
$30.79
Change
+$0.46 (+1.52%)
Updated
Oct 8 closing price
Net Assets
1.02B
PMBPX
Price
$45.54
Change
+$0.02 (+0.04%)
Updated
Oct 8 closing price
Net Assets
32.87B
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DBMAX vs PMBPX

Header iconDBMAX vs PMBPX Comparison
Open Charts DBMAX vs PMBPXBanner chart's image
BNY Mellon Sm/Md Cp Gr A
Price$30.79
Change+$0.46 (+1.52%)
VolumeN/A
Net Assets1.02B
Principal MidCap R5
Price$45.54
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets32.87B
DBMAX vs PMBPX Comparison Chart in %
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DBMAX vs. PMBPX commentary
Oct 09, 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 DBMAX is a Buy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. DBMAX (1.02B). PMBPX pays higher dividends than DBMAX: PMBPX (0.01) vs DBMAX (0.00). DBMAX was incepted earlier than PMBPX: DBMAX (17 years) vs PMBPX (25 years). DBMAX (1.02) is less costly to investors than PMBPX (0.83). DBMAX is a more actively managed with annual turnover of: 48.92 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than DBMAX: PMBPX (0) vs DBMAX (1000). DBMAX annual gain was more profitable for investors over the last year : 20.79 vs. PMBPX (2.65). PMBPX return over 5 years is better than : 38.96 vs. DBMAX (-14.97).
DBMAXPMBPXDBMAX / PMBPX
Total Expense Ratio0.970.83117%
Annual Report Gross Expense Ratio1.020.83123%
Fund Existence17 years25 years-
Gain YTD11.8364.740250%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B32.9B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year20.792.65786%
Returns for 3 years44.3653.7483%
Returns for 5 years-14.9738.96-38%
Returns for 10 years84.04107.9778%
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