MCPRX
Price
$28.09
Change
-$0.21 (-0.74%)
Updated
Oct 7 closing price
Net Assets
15.27B
PMBPX
Price
$45.52
Change
-$0.32 (-0.70%)
Updated
Oct 7 closing price
Net Assets
33.08B
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MCPRX vs PMBPX

Header iconMCPRX vs PMBPX Comparison
Open Charts MCPRX vs PMBPXBanner chart's image
MFS Mid Cap Growth R2
Price$28.09
Change-$0.21 (-0.74%)
VolumeN/A
Net Assets15.27B
Principal MidCap R5
Price$45.52
Change-$0.32 (-0.70%)
VolumeN/A
Net Assets33.08B
MCPRX vs PMBPX Comparison Chart in %
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MCPRX vs. PMBPX commentary
Oct 08, 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 MCPRX is a StrongBuy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. MCPRX (15.3B). PMBPX pays higher dividends than MCPRX: PMBPX (0.01) vs MCPRX (0.00). MCPRX was incepted earlier than PMBPX: MCPRX (22 years) vs PMBPX (25 years). MCPRX (1.29) is less costly to investors than PMBPX (0.83). MCPRX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). MCPRX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 4.31 vs. MCPRX (2.31). PMBPX return over 5 years is better than : 40.37 vs. MCPRX (18.76).
MCPRXPMBPXMCPRX / PMBPX
Total Expense Ratio1.280.83154%
Annual Report Gross Expense Ratio1.290.83155%
Fund Existence22 years25 years-
Gain YTD8.4295.476154%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B33.1B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.314.3154%
Returns for 3 years45.7354.8383%
Returns for 5 years18.7640.3746%
Returns for 10 years106.12109.4397%
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