HFMSX
Price
$31.92
Change
-$0.52 (-1.60%)
Updated
Jun 13 closing price
Net Assets
4.67B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
31.03B
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HFMSX vs PMBPX

Header iconHFMSX vs PMBPX Comparison
Open Charts HFMSX vs PMBPXBanner chart's image
Hartford MidCap R4
Price$31.92
Change-$0.52 (-1.60%)
VolumeN/A
Net Assets4.67B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets31.03B
HFMSX vs PMBPX Comparison Chart
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HFMSX vs. PMBPX commentary
Jun 14, 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: 31B vs. HFMSX (4.67B). 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 : 11.98 vs. HFMSX (1.28). PMBPX return over 5 years is better than : 56.72 vs. HFMSX (-2.71).
HFMSXPMBPXHFMSX / PMBPX
Total Expense Ratio1.170.83141%
Annual Report Gross Expense Ratio1.170.83141%
Fund Existence16 years25 years-
Gain YTD1.0593.52030%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.67B31B15%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.2811.9811%
Returns for 3 years9.5951.8519%
Returns for 5 years-2.7156.72-5%
Returns for 10 years7.2095.688%
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