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PHPPX vs PMBPX
PHPPX vs PMBPX Comparison
Open Charts PHPPX vs PMBPX
Principal MidCap Growth R5
Price$11.91
Change+$0.11 (+0.93%)
VolumeN/A
Net Assets184.06M
PHPPX vs PMBPX Comparison Chart
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PHPPX vs. PMBPX commentary
Jun 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: 30.9B vs. PHPPX (184M). PMBPX pays higher dividends than PHPPX: PMBPX (0.01) vs PHPPX (0.00). PHPPX was incepted earlier than PMBPX: PHPPX (25 years) vs PMBPX (25 years). PHPPX (0.93) is less costly to investors than PMBPX (0.83). 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. PHPPX annual gain was more profitable for investors over the last year : 15.18 vs. PMBPX (12.27). PMBPX return over 5 years is better than : 56.26 vs. PHPPX (24.19).
| PHPPX | PMBPX | PHPPX / PMBPX | |
| Total Expense Ratio | 0.93 | 0.83 | 112% |
| Annual Report Gross Expense Ratio | 0.93 | 0.83 | 112% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -1.570 | 2.784 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 30.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 15.18 | 12.27 | 124% |
| Returns for 3 years | 26.57 | 35.95 | 74% |
| Returns for 5 years | 24.19 | 56.26 | 43% |
| Returns for 10 years | 53.10 | 93.29 | 57% |
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