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PHPPX vs PMBPX
PHPPX vs PMBPX Comparison
Open Charts PHPPX vs PMBPX
Principal MidCap Growth R5
Price$10.96
Change+$0.20 (+1.86%)
VolumeN/A
Net Assets167.53M
PHPPX vs PMBPX Comparison Chart
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PHPPX vs. PMBPX commentary
Apr 03, 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 Buy and PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.5B vs. PHPPX (168M). PMBPX pays higher dividends than PHPPX: PMBPX (0.01) vs PHPPX (0.00). PHPPX was incepted earlier than PMBPX: PHPPX (24 years) vs PMBPX (24 years). PHPPX (0.93) is less costly to investors than PMBPX (0.84). PHPPX is a more actively managed with annual turnover of: 149.50 vs. PMBPX (10.50). PHPPX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 6.97 vs. PHPPX (0.94). PMBPX return over 5 years is better than : 101.36 vs. PHPPX (55.94).
| PHPPX | PMBPX | PHPPX / PMBPX | |
| Total Expense Ratio | 0.93 | 0.84 | 111% |
| Annual Report Gross Expense Ratio | 0.93 | 0.84 | 111% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -11.074 | 0.115 | -9,626% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 29.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 0.94 | 6.97 | 13% |
| Returns for 3 years | -4.86 | 19.54 | -25% |
| Returns for 5 years | 55.94 | 101.36 | 55% |
| Returns for 10 years | 39.57 | 88.35 | 45% |