MACGX
Price
$18.37
Change
+$0.32 (+1.77%)
Updated
Aug 28 closing price
Net Assets
1.22B
PMBPX
Price
$46.68
Change
+$0.03 (+0.06%)
Updated
Aug 28 closing price
Net Assets
32.88B
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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$18.37
Change+$0.32 (+1.77%)
VolumeN/A
Net Assets1.22B
Principal MidCap R5
Price$46.68
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets32.88B
MACGX vs PMBPX Comparison Chart in %
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MACGX vs. PMBPX commentary
Aug 30, 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 StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. MACGX (1.22B). 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 : 66.67 vs. PMBPX (8.25). PMBPX return over 5 years is better than : 44.17 vs. MACGX (-36.67).
MACGXPMBPXMACGX / PMBPX
Total Expense Ratio1.020.83123%
Annual Report Gross Expense Ratio1.020.83123%
Fund Existence29 years25 years-
Gain YTD23.7157.340323%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.22B32.9B4%
Annual Yield % from dividends0.000.01-
Returns for 1 year66.678.25809%
Returns for 3 years92.0242.76215%
Returns for 5 years-36.6744.17-83%
Returns for 10 years-49.37112.65-44%
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