FGSIX
Price
$55.07
Change
-$3.97 (-6.72%)
Updated
Apr 3 closing price
Net Assets
2.85B
PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
Ad is loading...

FGSIX vs PMBPX

Header iconFGSIX vs PMBPX Comparison
Open Charts FGSIX vs PMBPXBanner chart's image
Federated Hermes MDT Mid Cap Growth IS
Price$55.07
Change-$3.97 (-6.72%)
VolumeN/A
Net Assets2.85B
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
FGSIX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
FGSIX vs. PMBPX commentary
Apr 04, 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 FGSIX is a Hold and PMBPX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. FGSIX (2.85B). PMBPX pays higher dividends than FGSIX: PMBPX (0.01) vs FGSIX (0.00). FGSIX was incepted earlier than PMBPX: FGSIX (15 years) vs PMBPX (24 years). FGSIX (0.98) is less costly to investors than PMBPX (0.84). FGSIX is a more actively managed with annual turnover of: 75.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FGSIX: PMBPX (0) vs FGSIX (1000000). FGSIX annual gain was more profitable for investors over the last year : 9.01 vs. PMBPX (7.50). PMBPX return over 5 years is better than : 103.21 vs. FGSIX (92.31).
FGSIXPMBPXFGSIX / PMBPX
Total Expense Ratio0.850.84101%
Annual Report Gross Expense Ratio0.980.84117%
Fund Existence15 years24 years-
Gain YTD-4.6971.035-454%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.85B29.8B10%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.017.50120%
Returns for 3 years27.0219.59138%
Returns for 5 years92.31103.2189%
Returns for 10 years29.5589.2733%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IEGCX18.89N/A
N/A
Invesco EQV Intl Small Company C
FALIX50.57N/A
N/A
Fidelity Advisor Large Cap I
JIVZX29.77N/A
N/A
JPMorgan U.S. Applied Data Sci Val R2
VGIIX84.66N/A
N/A
JPMorgan US Value I
VSQCX15.54N/A
N/A
Invesco MSCI World SRI Index C