HFMRX
Price
$30.47
Change
+$0.43 (+1.43%)
Updated
Oct 8 closing price
Net Assets
4.36B
PMBPX
Price
$45.54
Change
+$0.02 (+0.04%)
Updated
Oct 8 closing price
Net Assets
32.87B
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HFMRX vs PMBPX

Header iconHFMRX vs PMBPX Comparison
Open Charts HFMRX vs PMBPXBanner chart's image
Hartford MidCap R3
Price$30.47
Change+$0.43 (+1.43%)
VolumeN/A
Net Assets4.36B
Principal MidCap R5
Price$45.54
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets32.87B
HFMRX vs PMBPX Comparison Chart in %
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HFMRX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. HFMRX (4.36B). 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 : 2.65 vs. HFMRX (-2.72). PMBPX return over 5 years is better than : 38.96 vs. HFMRX (-17.50).
HFMRXPMBPXHFMRX / PMBPX
Total Expense Ratio1.470.83177%
Annual Report Gross Expense Ratio1.470.83177%
Fund Existence16 years25 years-
Gain YTD1.9004.74040%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.36B32.9B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.722.65-103%
Returns for 3 years11.0153.7420%
Returns for 5 years-17.5038.96-45%
Returns for 10 years4.38107.974%
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