HFMSX
Price
$32.83
Change
+$0.68 (+2.12%)
Updated
Oct 13 closing price
Net Assets
4.35B
PMBJX
Price
$42.25
Change
+$0.45 (+1.08%)
Updated
Oct 13 closing price
Net Assets
32.48B
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HFMSX vs PMBJX

Header iconHFMSX vs PMBJX Comparison
Open Charts HFMSX vs PMBJXBanner chart's image
Hartford MidCap R4
Price$32.83
Change+$0.68 (+2.12%)
VolumeN/A
Net Assets4.35B
Principal MidCap J
Price$42.25
Change+$0.45 (+1.08%)
VolumeN/A
Net Assets32.48B
HFMSX vs PMBJX Comparison Chart in %
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HFMSX vs. PMBJX commentary
Oct 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 HFMSX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. HFMSX (4.36B). PMBJX pays higher dividends than HFMSX: PMBJX (0.06) vs HFMSX (0.00). HFMSX was incepted earlier than PMBJX: HFMSX (16 years) vs PMBJX (25 years). HFMSX (1.17) is less costly to investors than PMBJX (0.78). HFMSX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). HFMSX has a lower initial minimum investment than PMBJX: HFMSX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -1.66 vs. HFMSX (-5.94). PMBJX return over 5 years is better than : 35.58 vs. HFMSX (-15.36).
HFMSXPMBJXHFMSX / PMBJX
Total Expense Ratio1.170.78150%
Annual Report Gross Expense Ratio1.170.78150%
Fund Existence16 years25 years-
Gain YTD0.1562.4266%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.36B32.5B13%
Annual Yield % from dividends0.000.06-
Returns for 1 year-5.94-1.66358%
Returns for 3 years15.6955.4328%
Returns for 5 years-15.3635.58-43%
Returns for 10 years9.8399.0410%
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