HMDYX
Price
$31.49
Change
+$0.90 (+2.94%)
Updated
Apr 24 closing price
Net Assets
4.22B
PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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HMDYX vs PMBPX

Header iconHMDYX vs PMBPX Comparison
Open Charts HMDYX vs PMBPXBanner chart's image
Hartford MidCap Y
Price$31.49
Change+$0.90 (+2.94%)
VolumeN/A
Net Assets4.22B
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
HMDYX vs PMBPX Comparison Chart
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HMDYX vs. PMBPX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. HMDYX (4.22B). PMBPX pays higher dividends than HMDYX: PMBPX (0.01) vs HMDYX (0.00). HMDYX was incepted earlier than PMBPX: HMDYX (27 years) vs PMBPX (24 years). HMDYX (0.85) and PMBPX (0.84) have similar cost to investors . HMDYX is a more actively managed with annual turnover of: 104.00 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 : 6.75 vs. HMDYX (-12.85). PMBPX return over 5 years is better than : 68.04 vs. HMDYX (-2.65).
HMDYXPMBPXHMDYX / PMBPX
Total Expense Ratio0.850.84101%
Annual Report Gross Expense Ratio0.850.84101%
Fund Existence27 years24 years-
Gain YTD-12.022-3.037396%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.22B28.9B15%
Annual Yield % from dividends0.000.01-
Returns for 1 year-12.856.75-190%
Returns for 3 years-16.2821.73-75%
Returns for 5 years-2.6568.04-4%
Returns for 10 years0.0882.650%
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