HMDFX
Price
$28.55
Change
+$0.31 (+1.10%)
Updated
Jul 25 closing price
Net Assets
4.65B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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HMDFX vs PMBPX

Header iconHMDFX vs PMBPX Comparison
Open Charts HMDFX vs PMBPXBanner chart's image
Hartford MidCap F
Price$28.55
Change+$0.31 (+1.10%)
VolumeN/A
Net Assets4.65B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
HMDFX vs PMBPX Comparison Chart in %
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HMDFX vs. PMBPX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. HMDFX (4.65B). PMBPX pays higher dividends than HMDFX: PMBPX (0.01) vs HMDFX (0.00). HMDFX was incepted earlier than PMBPX: HMDFX (8 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 : 13.61 vs. HMDFX (5.58). PMBPX return over 5 years is better than : 56.25 vs. HMDFX (-8.49).
HMDFXPMBPXHMDFX / PMBPX
Total Expense Ratio0.760.8392%
Annual Report Gross Expense Ratio0.760.8392%
Fund Existence8 years25 years-
Gain YTD4.8098.60656%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.65B33.2B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year5.5813.6141%
Returns for 3 years6.2149.3813%
Returns for 5 years-8.4956.25-15%
Returns for 10 yearsN/A107.27-
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