PBMIX
Price
$7.48
Change
+$0.12 (+1.63%)
Updated
Jun 3 closing price
Net Assets
3.64M
PMBMX
Price
$42.01
Change
+$0.17 (+0.41%)
Updated
Jun 3 closing price
Net Assets
30.8B
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PBMIX vs PMBMX

Header iconPBMIX vs PMBMX Comparison
Open Charts PBMIX vs PMBMXBanner chart's image
Polen US SMID Company Growth Instl
Price$7.48
Change+$0.12 (+1.63%)
VolumeN/A
Net Assets3.64M
Principal MidCap R3
Price$42.01
Change+$0.17 (+0.41%)
VolumeN/A
Net Assets30.8B
PBMIX vs PMBMX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.8B vs. PBMIX (3.64M). PMBMX pays higher dividends than PBMIX: PMBMX (0.02) vs PBMIX (0.00). PBMIX was incepted earlier than PMBMX: PBMIX (4 years) vs PMBMX (25 years). PBMIX (1.70) is less costly to investors than PMBMX (1.14). PBMIX is a more actively managed with annual turnover of: 61.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than PBMIX: PMBMX (0) vs PBMIX (100000). PMBMX annual gain was more profitable for investors over the last year : 10.54 vs. PBMIX (-1.74).
PBMIXPMBMXPBMIX / PMBMX
Total Expense Ratio1.051.1492%
Annual Report Gross Expense Ratio1.701.14149%
Fund Existence4 years25 years-
Gain YTD-9.5822.424-395%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.64M30.8B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year-1.7410.54-16%
Returns for 3 years4.8433.6614%
Returns for 5 yearsN/A45.21-
Returns for 10 yearsN/A84.36-
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