HFMTX
Price
$36.17
Change
+$0.07 (+0.19%)
Updated
Sep 5 closing price
Net Assets
4.58B
PMBMX
Price
$43.62
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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HFMTX vs PMBMX

Header iconHFMTX vs PMBMX Comparison
Open Charts HFMTX vs PMBMXBanner chart's image
Hartford MidCap R5
Price$36.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets4.58B
Principal MidCap R3
Price$43.62
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.05B
HFMTX vs PMBMX Comparison Chart in %
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HFMTX vs. PMBMX commentary
Sep 08, 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 HFMTX is a Buy and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. HFMTX (4.58B). PMBMX pays higher dividends than HFMTX: PMBMX (0.02) vs HFMTX (0.00). HFMTX was incepted earlier than PMBMX: HFMTX (16 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than HFMTX (0.87). HFMTX is a more actively managed with annual turnover of: 51.00 vs. PMBMX (10.50). HFMTX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 8.59 vs. HFMTX (7.14). PMBMX return over 5 years is better than : 43.76 vs. HFMTX (-3.69).
HFMTXPMBMXHFMTX / PMBMX
Total Expense Ratio0.871.1476%
Annual Report Gross Expense Ratio0.871.1476%
Fund Existence16 years25 years-
Gain YTD5.7916.78185%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.58B33B14%
Annual Yield % from dividends0.000.02-
Returns for 1 year7.148.5983%
Returns for 3 years12.4343.9528%
Returns for 5 years-3.6943.76-8%
Returns for 10 years22.42101.6222%
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