HMDYX
Price
$36.34
Change
+$0.14 (+0.39%)
Updated
Sep 29 closing price
Net Assets
4.46B
PMBPX
Price
$45.99
Change
+$0.17 (+0.37%)
Updated
Sep 29 closing price
Net Assets
33.04B
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HMDYX vs PMBPX

Header iconHMDYX vs PMBPX Comparison
Open Charts HMDYX vs PMBPXBanner chart's image
Hartford MidCap Y
Price$36.34
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets4.46B
Principal MidCap R5
Price$45.99
Change+$0.17 (+0.37%)
VolumeN/A
Net Assets33.04B
HMDYX vs PMBPX Comparison Chart in %
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HMDYX vs. PMBPX commentary
Sep 30, 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 HMDYX is a Buy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. HMDYX (4.46B). PMBPX pays higher dividends than HMDYX: PMBPX (0.01) vs HMDYX (0.00). HMDYX was incepted earlier than PMBPX: HMDYX (28 years) vs PMBPX (25 years). HMDYX (0.86) and PMBPX (0.83) have similar cost to investors . HMDYX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than HMDYX: PMBPX (0) vs HMDYX (250000). PMBPX annual gain was more profitable for investors over the last year : 2.61 vs. HMDYX (0.14). PMBPX return over 5 years is better than : 46.54 vs. HMDYX (-2.78).
HMDYXPMBPXHMDYX / PMBPX
Total Expense Ratio0.860.83104%
Annual Report Gross Expense Ratio0.860.83104%
Fund Existence28 years25 years-
Gain YTD4.1135.43076%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.46B33B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.142.615%
Returns for 3 years20.9157.2037%
Returns for 5 years-2.7846.54-6%
Returns for 10 years25.45115.5022%
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