HFMRX
Price
$30.47
Change
+$0.43 (+1.43%)
Updated
Oct 8 closing price
Net Assets
4.36B
PMBJX
Price
$42.76
Change
+$0.02 (+0.05%)
Updated
Oct 8 closing price
Net Assets
32.87B
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HFMRX vs PMBJX

Header iconHFMRX vs PMBJX Comparison
Open Charts HFMRX vs PMBJXBanner chart's image
Hartford MidCap R3
Price$30.47
Change+$0.43 (+1.43%)
VolumeN/A
Net Assets4.36B
Principal MidCap J
Price$42.76
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets32.87B
HFMRX vs PMBJX Comparison Chart in %
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HFMRX vs. PMBJX commentary
Oct 09, 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 HFMRX is a Buy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.9B vs. HFMRX (4.36B). PMBJX pays higher dividends than HFMRX: PMBJX (0.06) vs HFMRX (0.00). HFMRX was incepted earlier than PMBJX: HFMRX (16 years) vs PMBJX (25 years). HFMRX (1.47) is less costly to investors than PMBJX (0.78). HFMRX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). HFMRX has a lower initial minimum investment than PMBJX: HFMRX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 2.46 vs. HFMRX (-2.72). PMBJX return over 5 years is better than : 37.82 vs. HFMRX (-17.50).
HFMRXPMBJXHFMRX / PMBJX
Total Expense Ratio1.470.78188%
Annual Report Gross Expense Ratio1.470.78188%
Fund Existence16 years25 years-
Gain YTD1.9004.72940%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.36B32.9B13%
Annual Yield % from dividends0.000.06-
Returns for 1 year-2.722.46-111%
Returns for 3 years11.0153.1221%
Returns for 5 years-17.5037.82-46%
Returns for 10 years4.38103.904%
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