HFMVX
Price
$35.09
Change
+$0.08 (+0.23%)
Updated
Jun 18 closing price
Net Assets
4.62B
PMBPX
Price
$44.40
Change
+$0.07 (+0.16%)
Updated
Jun 18 closing price
Net Assets
30.52B
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HFMVX vs PMBPX

Header iconHFMVX vs PMBPX Comparison
Open Charts HFMVX vs PMBPXBanner chart's image
Hartford MidCap R6
Price$35.09
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets4.62B
Principal MidCap R5
Price$44.40
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets30.52B
HFMVX vs PMBPX Comparison Chart in %
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HFMVX vs. PMBPX commentary
Jun 20, 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 HFMVX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. HFMVX (4.62B). PMBPX pays higher dividends than HFMVX: PMBPX (0.01) vs HFMVX (0.00). HFMVX was incepted earlier than PMBPX: HFMVX (11 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than HFMVX (0.76). HFMVX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). HFMVX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 9.37 vs. HFMVX (1.04). PMBPX return over 5 years is better than : 52.17 vs. HFMVX (-1.74).
HFMVXPMBPXHFMVX / PMBPX
Total Expense Ratio0.760.8392%
Annual Report Gross Expense Ratio0.760.8392%
Fund Existence11 years25 years-
Gain YTD0.4012.16319%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.62B30.5B15%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.049.3711%
Returns for 3 years13.6752.5426%
Returns for 5 years-1.7452.17-3%
Returns for 10 years13.3091.4615%
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