HFMSX
Price
$29.04
Change
+$0.82 (+2.91%)
Updated
Apr 24 closing price
Net Assets
4.22B
PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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HFMSX vs PMBPX

Header iconHFMSX vs PMBPX Comparison
Open Charts HFMSX vs PMBPXBanner chart's image
Hartford MidCap R4
Price$29.04
Change+$0.82 (+2.91%)
VolumeN/A
Net Assets4.22B
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
HFMSX vs PMBPX Comparison Chart
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HFMSX vs. PMBPX commentary
Apr 26, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. HFMSX (4.22B). PMBPX pays higher dividends than HFMSX: PMBPX (0.01) vs HFMSX (0.00). HFMSX was incepted earlier than PMBPX: HFMSX (16 years) vs PMBPX (24 years). HFMSX (1.16) is less costly to investors than PMBPX (0.84). HFMSX is a more actively managed with annual turnover of: 104.00 vs. PMBPX (10.50). HFMSX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 6.75 vs. HFMSX (-13.38). PMBPX return over 5 years is better than : 68.04 vs. HFMSX (-6.13).
HFMSXPMBPXHFMSX / PMBPX
Total Expense Ratio1.160.84138%
Annual Report Gross Expense Ratio1.160.84138%
Fund Existence16 years24 years-
Gain YTD-12.087-3.037398%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.22B28.9B15%
Annual Yield % from dividends0.000.01-
Returns for 1 year-13.386.75-198%
Returns for 3 years-17.8221.73-82%
Returns for 5 years-6.1368.04-9%
Returns for 10 years-6.2582.65-8%
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