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PHPPX vs PMBMX
PHPPX vs PMBMX Comparison
Open Charts PHPPX vs PMBMX
Principal MidCap Growth R5
Price$12.03
Change-$0.42 (-3.37%)
VolumeN/A
Net Assets189.53M
PHPPX vs PMBMX Comparison Chart
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PHPPX vs. PMBMX commentary
Feb 23, 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 PHPPX is a Hold and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.6B vs. PHPPX (190M). PHPPX (0.00) and PMBMX (0.00) have matching dividends . PHPPX was incepted earlier than PMBMX: PHPPX (24 years) vs PMBMX (24 years). PHPPX is a more actively managed with annual turnover of: 181.40 vs. PMBMX (10.10). PHPPX (0) and PMBMX (0) have matching initial minimum investment requirements. PHPPX annual gain was more profitable for investors over the last year : 14.25 vs. PMBMX (11.86). PMBMX return over 5 years is better than : 31.77 vs. PHPPX (24.92).
| PHPPX | PMBMX | PHPPX / PMBMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -0.579 | 1.812 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 29.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.25 | 11.86 | 120% |
| Returns for 3 years | 13.71 | 26.06 | 53% |
| Returns for 5 years | 24.92 | 31.77 | 78% |
| Returns for 10 years | 58.30 | 83.18 | 70% |