MACGX
Price
$16.24
Change
+$0.18 (+1.12%)
Updated
Nov 18 closing price
Net Assets
1.02B
PMBPX
Price
$43.21
Change
-$0.01 (-0.02%)
Updated
Nov 18 closing price
Net Assets
30.87B
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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$16.24
Change+$0.18 (+1.12%)
VolumeN/A
Net Assets1.02B
Principal MidCap R5
Price$43.21
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.87B
MACGX vs PMBPX Comparison Chart in %
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MACGX vs. PMBPX commentary
Nov 20, 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: 30.9B vs. MACGX (1.02B). 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 : 14.55 vs. PMBPX (-6.34). PMBPX return over 5 years is better than : 25.69 vs. MACGX (-50.25).
MACGXPMBPXMACGX / PMBPX
Total Expense Ratio1.020.83123%
Annual Report Gross Expense Ratio1.020.83123%
Fund Existence29 years25 years-
Gain YTD10.075-0.552-1,825%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B30.9B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year14.55-6.34-229%
Returns for 3 years111.3232.91338%
Returns for 5 years-50.2525.69-196%
Returns for 10 years-54.0592.99-58%
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