PBMIX
Price
$8.26
Change
+$0.14 (+1.72%)
Updated
Sep 4 closing price
Net Assets
3.58M
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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PBMIX vs PMBPX

Header iconPBMIX vs PMBPX Comparison
Open Charts PBMIX vs PMBPXBanner chart's image
Polen US SMID Company Growth Instl
Price$8.26
Change+$0.14 (+1.72%)
VolumeN/A
Net Assets3.58M
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
PBMIX vs PMBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. PBMIX (3.58M). PMBPX pays higher dividends than PBMIX: PMBPX (0.01) vs PBMIX (0.00). PBMIX was incepted earlier than PMBPX: PBMIX (4 years) vs PMBPX (25 years). PBMIX (1.70) is less costly to investors than PMBPX (0.83). PBMIX is a more actively managed with annual turnover of: 58.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than PBMIX: PMBPX (0) vs PBMIX (100000). PMBPX annual gain was more profitable for investors over the last year : 9.16 vs. PBMIX (8.40).
PBMIXPMBPXPBMIX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.700.83205%
Fund Existence4 years25 years-
Gain YTD1.4747.01821%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.58M33.1B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.409.1692%
Returns for 3 years22.9246.0450%
Returns for 5 yearsN/A47.38-
Returns for 10 yearsN/A111.63-
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