HFMRX
Price
$30.24
Change
-$0.03 (-0.10%)
Updated
Jul 8 closing price
Net Assets
4.63B
PMBPX
Price
$46.04
Change
-$0.14 (-0.30%)
Updated
Jul 8 closing price
Net Assets
32.06B
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HFMRX vs PMBPX

Header iconHFMRX vs PMBPX Comparison
Open Charts HFMRX vs PMBPXBanner chart's image
Hartford MidCap R3
Price$30.24
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets4.63B
Principal MidCap R5
Price$46.04
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.06B
HFMRX vs PMBPX Comparison Chart in %
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HFMRX vs. PMBPX commentary
Jul 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 StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.1B vs. HFMRX (4.63B). PMBPX pays higher dividends than HFMRX: PMBPX (0.01) vs HFMRX (0.00). HFMRX was incepted earlier than PMBPX: HFMRX (16 years) vs PMBPX (25 years). HFMRX (1.47) is less costly to investors than PMBPX (0.83). HFMRX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). HFMRX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 14.71 vs. HFMRX (1.95). PMBPX return over 5 years is better than : 58.38 vs. HFMRX (-6.60).
HFMRXPMBPXHFMRX / PMBPX
Total Expense Ratio1.470.83177%
Annual Report Gross Expense Ratio1.470.83177%
Fund Existence16 years25 years-
Gain YTD2.6806.25943%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.63B32.1B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.9514.7113%
Returns for 3 years5.2949.7011%
Returns for 5 years-6.6058.38-11%
Returns for 10 years3.77102.174%
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