MACGX
Price
$19.00
Change
+$0.04 (+0.21%)
Updated
Oct 8 closing price
Net Assets
1.27B
PMBPX
Price
$45.54
Change
+$0.02 (+0.04%)
Updated
Oct 8 closing price
Net Assets
32.87B
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MACGX vs PMBPX

Header iconMACGX vs PMBPX Comparison
Open Charts MACGX vs PMBPXBanner chart's image
Morgan Stanley Inst Discovery A
Price$19.00
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.27B
Principal MidCap R5
Price$45.54
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets32.87B
MACGX vs PMBPX Comparison Chart in %
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MACGX vs. PMBPX commentary
Oct 09, 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 MACGX is a Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. MACGX (1.27B). PMBPX pays higher dividends than MACGX: PMBPX (0.01) vs MACGX (0.00). MACGX was incepted earlier than PMBPX: MACGX (29 years) vs PMBPX (25 years). MACGX (1.02) is less costly to investors than PMBPX (0.83). MACGX is a more actively managed with annual turnover of: 46.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than MACGX: PMBPX (0) vs MACGX (1000). MACGX annual gain was more profitable for investors over the last year : 59.87 vs. PMBPX (2.65). PMBPX return over 5 years is better than : 38.96 vs. MACGX (-42.39).
MACGXPMBPXMACGX / PMBPX
Total Expense Ratio1.020.83123%
Annual Report Gross Expense Ratio1.020.83123%
Fund Existence29 years25 years-
Gain YTD29.9524.740632%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.27B32.9B4%
Annual Yield % from dividends0.000.01-
Returns for 1 year59.872.652,262%
Returns for 3 years127.8853.74238%
Returns for 5 years-42.3938.96-109%
Returns for 10 years-45.66107.97-42%
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