MACGX
Price
$12.90
Change
-$1.23 (-8.70%)
Updated
Apr 3 closing price
Net Assets
977.85M
PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
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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$12.90
Change-$1.23 (-8.70%)
VolumeN/A
Net Assets977.85M
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
MACGX vs PMBPX Comparison Chart
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MACGX vs. PMBPX commentary
Apr 05, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. MACGX (978M). PMBPX pays higher dividends than MACGX: PMBPX (0.01) vs MACGX (0.00). MACGX was incepted earlier than PMBPX: MACGX (28 years) vs PMBPX (24 years). MACGX (1.02) is less costly to investors than PMBPX (0.84). MACGX is a more actively managed with annual turnover of: 51.00 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 : 33.18 vs. PMBPX (7.50). PMBPX return over 5 years is better than : 103.21 vs. MACGX (9.11).
MACGXPMBPXMACGX / PMBPX
Total Expense Ratio1.020.84121%
Annual Report Gross Expense Ratio1.020.84121%
Fund Existence28 years24 years-
Gain YTD-3.1531.035-304%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets978M29.8B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year33.187.50442%
Returns for 3 years-3.4219.59-17%
Returns for 5 years9.11103.219%
Returns for 10 years-63.6089.27-71%
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