PMBCX
Price
$34.60
Change
-$0.01 (-0.03%)
Updated
Nov 19 closing price
Net Assets
30.83B
TRMSX
Price
$22.61
Change
+$0.02 (+0.09%)
Updated
Nov 19 closing price
Net Assets
320.47M
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PMBCX vs TRMSX

Header iconPMBCX vs TRMSX Comparison
Open Charts PMBCX vs TRMSXBanner chart's image
Principal MidCap C
Price$34.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets30.83B
T. Rowe Price Mid-Cap Index I
Price$22.61
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets320.47M
PMBCX vs TRMSX Comparison Chart in %
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PMBCX vs. TRMSX commentary
Nov 20, 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 PMBCX is a Hold and TRMSX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.8B vs. TRMSX (320M). TRMSX pays higher dividends than PMBCX: TRMSX (0.75) vs PMBCX (0.00). PMBCX was incepted earlier than TRMSX: PMBCX (19 years) vs TRMSX (10 years). PMBCX (1.75) is less costly to investors than TRMSX (0.30). TRMSX is a more actively managed with annual turnover of: 31.70 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than TRMSX: PMBCX (1000) vs TRMSX (500000). TRMSX annual gain was more profitable for investors over the last year : 4.50 vs. PMBCX (-7.81). TRMSX return over 5 years is better than : 36.18 vs. PMBCX (16.97).
PMBCXTRMSXPMBCX / TRMSX
Total Expense Ratio1.750.141,250%
Annual Report Gross Expense Ratio1.750.30583%
Fund Existence19 years10 years-
Gain YTD-1.3968.345-17%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.8B320M9,625%
Annual Yield % from dividends0.000.75-
Returns for 1 year-7.814.50-173%
Returns for 3 years26.9259.9645%
Returns for 5 years16.9736.1847%
Returns for 10 years65.60N/A-
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