DFMGX
Price
$35.23
Change
-$1.64 (-4.45%)
Updated
Apr 3 closing price
Net Assets
365.53M
PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
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DFMGX vs PMBPX

Header iconDFMGX vs PMBPX Comparison
Open Charts DFMGX vs PMBPXBanner chart's image
DF Dent Midcap Growth Institutional
Price$35.23
Change-$1.64 (-4.45%)
VolumeN/A
Net Assets365.53M
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
DFMGX vs PMBPX Comparison Chart
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DFMGX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. DFMGX (366M). PMBPX pays higher dividends than DFMGX: PMBPX (0.01) vs DFMGX (0.00). DFMGX was incepted earlier than PMBPX: DFMGX (7 years) vs PMBPX (24 years). DFMGX (0.89) is less costly to investors than PMBPX (0.84). DFMGX is a more actively managed with annual turnover of: 29.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than DFMGX: PMBPX (0) vs DFMGX (500000). PMBPX annual gain was more profitable for investors over the last year : 7.50 vs. DFMGX (6.10). PMBPX return over 5 years is better than : 103.21 vs. DFMGX (66.23).
DFMGXPMBPXDFMGX / PMBPX
Total Expense Ratio0.850.84101%
Annual Report Gross Expense Ratio0.890.84106%
Fund Existence7 years24 years-
Gain YTD-0.2441.035-24%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets366M29.8B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.107.5081%
Returns for 3 years7.7419.5940%
Returns for 5 years66.23103.2164%
Returns for 10 yearsN/A89.27-
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