HMDCX
Price
$24.52
Change
-$0.73 (-2.89%)
Updated
May 21 closing price
Net Assets
4.7B
PMBJX
Price
$41.58
Change
-$1.05 (-2.46%)
Updated
May 21 closing price
Net Assets
31.3B
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HMDCX vs PMBJX

Header iconHMDCX vs PMBJX Comparison
Open Charts HMDCX vs PMBJXBanner chart's image
Hartford MidCap C
Price$24.52
Change-$0.73 (-2.89%)
VolumeN/A
Net Assets4.7B
Principal MidCap J
Price$41.58
Change-$1.05 (-2.46%)
VolumeN/A
Net Assets31.3B
HMDCX vs PMBJX Comparison Chart
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HMDCX vs. PMBJX commentary
May 23, 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 HMDCX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.3B vs. HMDCX (4.7B). PMBJX pays higher dividends than HMDCX: PMBJX (0.06) vs HMDCX (0.00). HMDCX was incepted earlier than PMBJX: HMDCX (27 years) vs PMBJX (24 years). HMDCX (1.89) is less costly to investors than PMBJX (0.78). HMDCX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than HMDCX: PMBJX (1000) vs HMDCX (2000). PMBJX annual gain was more profitable for investors over the last year : 10.08 vs. HMDCX (-5.43). PMBJX return over 5 years is better than : 65.85 vs. HMDCX (-30.67).
HMDCXPMBJXHMDCX / PMBJX
Total Expense Ratio1.890.78242%
Annual Report Gross Expense Ratio1.890.78242%
Fund Existence27 years24 years-
Gain YTD-0.3944.460-9%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets4.7B31.3B15%
Annual Yield % from dividends0.000.06-
Returns for 1 year-5.4310.08-54%
Returns for 3 years-12.5745.19-28%
Returns for 5 years-30.6765.85-47%
Returns for 10 years-40.4190.99-44%
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