IYMIX
Price
$28.61
Change
-$0.02 (-0.07%)
Updated
Jun 2 closing price
Net Assets
4.94B
PMBPX
Price
$44.57
Change
-$0.10 (-0.22%)
Updated
Jun 2 closing price
Net Assets
30.8B
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IYMIX vs PMBPX

Header iconIYMIX vs PMBPX Comparison
Open Charts IYMIX vs PMBPXBanner chart's image
Macquarie Mid Cap Growth I
Price$28.61
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets4.94B
Principal MidCap R5
Price$44.57
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets30.8B
IYMIX vs PMBPX Comparison Chart
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IYMIX vs. PMBPX commentary
Jun 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 IYMIX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.8B vs. IYMIX (4.94B). PMBPX pays higher dividends than IYMIX: PMBPX (0.01) vs IYMIX (0.00). IYMIX was incepted earlier than PMBPX: IYMIX (18 years) vs PMBPX (25 years). IYMIX (0.98) is less costly to investors than PMBPX (0.83). IYMIX is a more actively managed with annual turnover of: 27.00 vs. PMBPX (10.50). IYMIX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 11.21 vs. IYMIX (-7.59). PMBPX return over 5 years is better than : 48.32 vs. IYMIX (-13.97).
IYMIXPMBPXIYMIX / PMBPX
Total Expense Ratio0.790.8395%
Annual Report Gross Expense Ratio0.980.83118%
Fund Existence18 years25 years-
Gain YTD-2.4202.784-87%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.94B30.8B16%
Annual Yield % from dividends0.000.01-
Returns for 1 year-7.5911.21-68%
Returns for 3 years-8.8835.87-25%
Returns for 5 years-13.9748.32-29%
Returns for 10 years14.7593.9516%
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