DFMGX
Price
$35.23
Change
-$1.64 (-4.45%)
Updated
Apr 3 closing price
Net Assets
365.53M
PMBMX
Price
$39.61
Change
-$1.63 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
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DFMGX vs PMBMX

Header iconDFMGX vs PMBMX Comparison
Open Charts DFMGX vs PMBMXBanner chart's image
DF Dent Midcap Growth Institutional
Price$35.23
Change-$1.64 (-4.45%)
VolumeN/A
Net Assets365.53M
Principal MidCap R3
Price$39.61
Change-$1.63 (-3.95%)
VolumeN/A
Net Assets29.76B
DFMGX vs PMBMX Comparison Chart
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DFMGX vs. PMBMX commentary
Apr 05, 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 DFMGX is a Hold and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. DFMGX (366M). PMBMX pays higher dividends than DFMGX: PMBMX (0.02) vs DFMGX (0.00). DFMGX was incepted earlier than PMBMX: DFMGX (7 years) vs PMBMX (24 years). PMBMX (1.15) is less costly to investors than DFMGX (0.89). DFMGX is a more actively managed with annual turnover of: 29.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than DFMGX: PMBMX (0) vs DFMGX (500000). PMBMX annual gain was more profitable for investors over the last year : 6.95 vs. DFMGX (6.10). PMBMX return over 5 years is better than : 98.31 vs. DFMGX (66.23).
DFMGXPMBMXDFMGX / PMBMX
Total Expense Ratio0.851.1574%
Annual Report Gross Expense Ratio0.891.1577%
Fund Existence7 years24 years-
Gain YTD-0.2440.955-26%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets366M29.8B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year6.106.9588%
Returns for 3 years7.7417.9243%
Returns for 5 years66.2398.3167%
Returns for 10 yearsN/A80.21-
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