IYMIX
Price
$31.44
Change
-$0.01 (-0.03%)
Updated
Jul 28 closing price
Net Assets
5.04B
PMBPX
Price
$46.97
Change
-$0.23 (-0.49%)
Updated
Jul 28 closing price
Net Assets
33.21B
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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$31.44
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets5.04B
Principal MidCap R5
Price$46.97
Change-$0.23 (-0.49%)
VolumeN/A
Net Assets33.21B
IYMIX vs PMBPX Comparison Chart in %
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IYMIX vs. PMBPX commentary
Jul 29, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. IYMIX (5.04B). 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: 42.00 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 : 11.75 vs. IYMIX (2.95). PMBPX return over 5 years is better than : 53.61 vs. IYMIX (-14.40).
IYMIXPMBPXIYMIX / PMBPX
Total Expense Ratio0.790.8395%
Annual Report Gross Expense Ratio0.980.83118%
Fund Existence18 years25 years-
Gain YTD7.1928.60684%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.04B33.2B15%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.9511.7525%
Returns for 3 years-2.0641.16-5%
Returns for 5 years-14.4053.61-27%
Returns for 10 years28.47103.9727%
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