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HBMCX vs PMBMX
HBMCX vs PMBMX Comparison
Open Charts HBMCX vs PMBMX
Hartford MidCap HLS IB
Price$27.49
Change+$0.31 (+1.14%)
VolumeN/A
Net Assets798.25M
HBMCX vs PMBMX Comparison Chart in %
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HBMCX vs. PMBMX commentary
Jul 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 HBMCX is a StrongBuy and PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.8B vs. HBMCX (798M). PMBMX pays higher dividends than HBMCX: PMBMX (0.02) vs HBMCX (0.00). HBMCX was incepted earlier than PMBMX: HBMCX (26 years) vs PMBMX (25 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 : 13.62 vs. HBMCX (5.10). PMBMX return over 5 years is better than : 54.10 vs. HBMCX (-22.06).
| 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 | 25 years | - |
| Gain YTD | 2.644 | 5.753 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 31.8B | 3% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 5.10 | 13.62 | 37% |
| Returns for 3 years | -4.17 | 48.64 | -9% |
| Returns for 5 years | -22.06 | 54.10 | -41% |
| Returns for 10 years | -29.55 | 92.73 | -32% |
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