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HBMCX vs PMBMX
HBMCX vs PMBMX Comparison
Open Charts HBMCX vs PMBMX
Hartford MidCap HLS IB
Price$27.73
Change+$0.30 (+1.09%)
VolumeN/A
Net Assets796.99M
HBMCX vs PMBMX Comparison Chart in %
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HBMCX vs. PMBMX commentary
Jul 26, 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 Buy and PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. HBMCX (797M). 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 : 12.25 vs. HBMCX (7.44). PMBMX return over 5 years is better than : 51.38 vs. HBMCX (-24.26).
| 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 | 3.588 | 7.662 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 33B | 2% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 7.44 | 12.25 | 61% |
| Returns for 3 years | -6.78 | 46.24 | -15% |
| Returns for 5 years | -24.26 | 51.38 | -47% |
| Returns for 10 years | -29.14 | 96.03 | -30% |
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