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HBMCX vs PMBMX
HBMCX vs PMBMX Comparison
Open Charts HBMCX vs PMBMX
Hartford MidCap HLS IB
Price$25.71
Change-$0.76 (-2.87%)
VolumeN/A
Net Assets789.71M
HBMCX vs PMBMX Comparison Chart
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HBMCX vs. PMBMX commentary
May 22, 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 HBMCX is a Hold and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.3B vs. HBMCX (790M). PMBMX pays higher dividends than HBMCX: PMBMX (0.02) vs HBMCX (0.00). HBMCX was incepted earlier than PMBMX: HBMCX (26 years) vs PMBMX (24 years). PMBMX (1.14) is less costly to investors than HBMCX (0.99). HBMCX is a more actively managed with annual turnover of: 75.00 vs. PMBMX (10.50). HBMCX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 9.65 vs. HBMCX (-1.16). PMBMX return over 5 years is better than : 63.04 vs. HBMCX (-19.46).
| HBMCX | PMBMX | HBMCX / PMBMX | |
| Total Expense Ratio | 0.99 | 1.14 | 87% |
| Annual Report Gross Expense Ratio | 0.99 | 1.14 | 87% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | -0.038 | 4.308 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 31.3B | 3% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -1.16 | 9.65 | -12% |
| Returns for 3 years | -10.26 | 43.65 | -24% |
| Returns for 5 years | -19.46 | 63.04 | -31% |
| Returns for 10 years | -32.88 | 85.55 | -38% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LOWV | 71.92 | -0.77 | -1.06% |
| AB US Low Volatility Equity ETF | |||
| AVMA | 59.50 | -0.66 | -1.10% |
| Avantis Moderate Allocation ETF | |||
| DOCT | 39.40 | -0.45 | -1.13% |
| FT Vest US Equity Deep Bffr ETF Oct | |||
| DFUS | 63.20 | -1.10 | -1.71% |
| Dimensional US Equity Market ETF | |||
| RNP | 21.21 | -0.57 | -2.62% |
| Cohen & Steers REIT and Preferred and Income Fund | |||