HFMSX
Price
$33.57
Change
+$0.36 (+1.08%)
Updated
Jul 25 closing price
Net Assets
4.61B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
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HFMSX vs PMBPX

Header iconHFMSX vs PMBPX Comparison
Open Charts HFMSX vs PMBPXBanner chart's image
Hartford MidCap R4
Price$33.57
Change+$0.36 (+1.08%)
VolumeN/A
Net Assets4.61B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.03B
HFMSX vs PMBPX Comparison Chart in %
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HFMSX vs. PMBPX commentary
Jul 27, 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: 33B vs. HFMSX (4.61B). PMBPX pays higher dividends than HFMSX: PMBPX (0.01) vs HFMSX (0.00). HFMSX was incepted earlier than PMBPX: HFMSX (16 years) vs PMBPX (25 years). HFMSX (1.17) is less costly to investors than PMBPX (0.83). HFMSX is a more actively managed with annual turnover of: 51.00 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 : 12.81 vs. HFMSX (4.90). PMBPX return over 5 years is better than : 55.16 vs. HFMSX (-6.48).
HFMSXPMBPXHFMSX / PMBPX
Total Expense Ratio1.170.83141%
Annual Report Gross Expense Ratio1.170.83141%
Fund Existence16 years25 years-
Gain YTD3.4587.84644%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.61B33B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.9012.8138%
Returns for 3 years6.3748.3313%
Returns for 5 years-6.4855.16-12%
Returns for 10 years11.02105.8210%
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