HFMRX
Price
$29.28
Change
-$0.47 (-1.58%)
Updated
Jun 13 closing price
Net Assets
4.6B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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HFMRX vs PMBPX

Header iconHFMRX vs PMBPX Comparison
Open Charts HFMRX vs PMBPXBanner chart's image
Hartford MidCap R3
Price$29.28
Change-$0.47 (-1.58%)
VolumeN/A
Net Assets4.6B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
HFMRX vs PMBPX Comparison Chart
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HFMRX vs. PMBPX commentary
Jun 15, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. HFMRX (4.6B). 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 : 11.98 vs. HFMRX (-1.05). PMBPX return over 5 years is better than : 56.72 vs. HFMRX (-7.92).
HFMRXPMBPXHFMRX / PMBPX
Total Expense Ratio1.470.83177%
Annual Report Gross Expense Ratio1.470.83177%
Fund Existence16 years25 years-
Gain YTD-0.6783.520-19%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.6B30.6B15%
Annual Yield % from dividends0.000.01-
Returns for 1 year-1.0511.98-9%
Returns for 3 years5.6751.8511%
Returns for 5 years-7.9256.72-14%
Returns for 10 years-1.1895.68-1%
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