HFMTX
Price
$36.17
Change
+$0.07 (+0.19%)
Updated
Sep 5 closing price
Net Assets
4.58B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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HFMTX vs PMBPX

Header iconHFMTX vs PMBPX Comparison
Open Charts HFMTX vs PMBPXBanner chart's image
Hartford MidCap R5
Price$36.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets4.58B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
HFMTX vs PMBPX Comparison Chart in %
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HFMTX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. HFMTX (4.58B). PMBPX pays higher dividends than HFMTX: PMBPX (0.01) vs HFMTX (0.00). HFMTX was incepted earlier than PMBPX: HFMTX (16 years) vs PMBPX (25 years). HFMTX (0.87) and PMBPX (0.83) have similar cost to investors . HFMTX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). HFMTX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 9.16 vs. HFMTX (7.14). PMBPX return over 5 years is better than : 47.38 vs. HFMTX (-3.69).
HFMTXPMBPXHFMTX / PMBPX
Total Expense Ratio0.870.83105%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence16 years25 years-
Gain YTD5.7917.01883%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.58B33B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.149.1678%
Returns for 3 years12.4346.0427%
Returns for 5 years-3.6947.38-8%
Returns for 10 years22.42111.6320%
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