DFMGX
Price
$36.22
Change
-$0.08 (-0.22%)
Updated
Nov 19 closing price
Net Assets
329.14M
PMBMX
Price
$40.47
Change
-$0.01 (-0.02%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$36.22
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets329.14M
Principal MidCap R3
Price$40.47
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.83B
DFMGX vs PMBMX Comparison Chart in %
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DFMGX vs. PMBMX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.8B vs. DFMGX (329M). PMBMX pays higher dividends than DFMGX: PMBMX (0.02) vs DFMGX (0.00). DFMGX was incepted earlier than PMBMX: DFMGX (8 years) vs PMBMX (25 years). PMBMX (1.14) 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). DFMGX annual gain was more profitable for investors over the last year : -3.70 vs. PMBMX (-6.81). PMBMX return over 5 years is better than : 23.41 vs. DFMGX (8.09).
DFMGXPMBMXDFMGX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.891.1478%
Fund Existence8 years25 years-
Gain YTD-2.002-0.906221%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets329M30.8B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-3.70-6.8154%
Returns for 3 years31.1430.95101%
Returns for 5 years8.0923.4135%
Returns for 10 yearsN/A83.62-
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