HMDFX
Price
$28.24
Change
-$0.11 (-0.39%)
Updated
Oct 3 closing price
Net Assets
4.44B
PMBPX
Price
$45.97
Change
+$0.33 (+0.72%)
Updated
Oct 3 closing price
Net Assets
32.92B
Interact to see
Advertisement

HMDFX vs PMBPX

Header iconHMDFX vs PMBPX Comparison
Open Charts HMDFX vs PMBPXBanner chart's image
Hartford MidCap F
Price$28.24
Change-$0.11 (-0.39%)
VolumeN/A
Net Assets4.44B
Principal MidCap R5
Price$45.97
Change+$0.33 (+0.72%)
VolumeN/A
Net Assets32.92B
HMDFX vs PMBPX Comparison Chart in %
View a ticker or compare two or three
VS
HMDFX vs. PMBPX commentary
Oct 04, 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 HMDFX is a Buy and PMBPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. HMDFX (4.44B). PMBPX pays higher dividends than HMDFX: PMBPX (0.01) vs HMDFX (0.00). HMDFX was incepted earlier than PMBPX: HMDFX (9 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than HMDFX (0.76). HMDFX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than HMDFX: PMBPX (0) vs HMDFX (1000000). PMBPX annual gain was more profitable for investors over the last year : 3.17 vs. HMDFX (0.04). PMBPX return over 5 years is better than : 44.49 vs. HMDFX (-10.73).
HMDFXPMBPXHMDFX / PMBPX
Total Expense Ratio0.760.8392%
Annual Report Gross Expense Ratio0.760.8392%
Fund Existence9 years25 years-
Gain YTD4.0755.01681%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.44B32.9B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.043.171%
Returns for 3 years9.5947.5720%
Returns for 5 years-10.7344.49-24%
Returns for 10 yearsN/A113.06-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CNRG89.530.91
+1.03%
SPDR® Kensho Clean Power ETF
NHYM24.610.01
+0.04%
Nuveen High Yield Municipal Income ETF
NUSA23.40-0.01
-0.06%
Nuveen ESG 1-5 Year US Aggt Bd ETF
SCHP26.87-0.03
-0.11%
Schwab US TIPS ETF™
JSMD82.81-0.64
-0.77%
Janus Henderson Small/Md Cp Gr Alpha ETF