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PHASX vs RPTIX
PHASX vs RPTIX Comparison
Open Charts PHASX vs RPTIX
Principal MidCap Growth III R1
Price$7.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Mid-Cap Growth I
Price$110.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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PHASX vs RPTIX Comparison Chart
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PHASX vs. RPTIX commentary
Sep 20, 2024
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 PHASX is a StrongBuy and RPTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 31B vs. PHASX (439M). RPTIX pays higher dividends than PHASX: RPTIX (0.18) vs PHASX (0.00). PHASX was incepted earlier than RPTIX: PHASX (20 years) vs RPTIX (9 years). PHASX is a more actively managed with annual turnover of: 49.40 vs. RPTIX (21.70). PHASX has a lower initial minimum investment than RPTIX: PHASX (0) vs RPTIX (500000). RPTIX annual gain was more profitable for investors over the last year : 11.14 vs. PHASX (0.41). RPTIX return over 5 years is better than : 14.15 vs. PHASX (-22.92).
| PHASX | RPTIX | PHASX / RPTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 1.509 | 8.239 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 439M | 31B | 1% |
| Annual Yield % from dividends | 0.00 | 0.18 | - |
| Returns for 1 year | 0.41 | 11.14 | 4% |
| Returns for 3 years | -43.81 | -15.49 | 283% |
| Returns for 5 years | -22.92 | 14.15 | -162% |
| Returns for 10 years | -35.26 | N/A | - |
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