HBMCX
Price
$25.71
Change
-$0.76 (-2.87%)
Updated
May 21 closing price
Net Assets
789.71M
PMBPX
Price
$44.27
Change
-$1.12 (-2.47%)
Updated
May 21 closing price
Net Assets
31.3B
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HBMCX vs PMBPX

Header iconHBMCX vs PMBPX Comparison
Open Charts HBMCX vs PMBPXBanner chart's image
Hartford MidCap HLS IB
Price$25.71
Change-$0.76 (-2.87%)
VolumeN/A
Net Assets789.71M
Principal MidCap R5
Price$44.27
Change-$1.12 (-2.47%)
VolumeN/A
Net Assets31.3B
HBMCX vs PMBPX Comparison Chart
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HBMCX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. HBMCX (790M). PMBPX pays higher dividends than HBMCX: PMBPX (0.01) vs HBMCX (0.00). HBMCX was incepted earlier than PMBPX: HBMCX (26 years) vs PMBPX (24 years). HBMCX (0.99) is less costly to investors than PMBPX (0.83). HBMCX is a more actively managed with annual turnover of: 75.00 vs. PMBPX (10.50). HBMCX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.21 vs. HBMCX (-1.16). PMBPX return over 5 years is better than : 67.13 vs. HBMCX (-19.46).
HBMCXPMBPXHBMCX / PMBPX
Total Expense Ratio0.990.83119%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence26 years24 years-
Gain YTD-0.0384.441-1%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets790M31.3B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-1.1610.21-11%
Returns for 3 years-10.2645.73-22%
Returns for 5 years-19.4667.13-29%
Returns for 10 years-32.8894.81-35%
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