PMBCX
Price
$36.50
Change
-$0.25 (-0.68%)
Updated
Oct 7 closing price
Net Assets
33.08B
TRMSX
Price
$23.59
Change
-$0.28 (-1.17%)
Updated
Oct 7 closing price
Net Assets
333.06M
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PMBCX vs TRMSX

Header iconPMBCX vs TRMSX Comparison
Open Charts PMBCX vs TRMSXBanner chart's image
Principal MidCap C
Price$36.50
Change-$0.25 (-0.68%)
VolumeN/A
Net Assets33.08B
T. Rowe Price Mid-Cap Index I
Price$23.59
Change-$0.28 (-1.17%)
VolumeN/A
Net Assets333.06M
PMBCX vs TRMSX Comparison Chart in %
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PMBCX vs. TRMSX commentary
Oct 08, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.1B vs. TRMSX (333M). 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 : 21.27 vs. PMBCX (2.60). TRMSX return over 5 years is better than : 53.72 vs. PMBCX (29.72).
PMBCXTRMSXPMBCX / TRMSX
Total Expense Ratio1.750.141,250%
Annual Report Gross Expense Ratio1.750.30583%
Fund Existence19 years10 years-
Gain YTD4.70114.48432%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B333M9,940%
Annual Yield % from dividends0.000.75-
Returns for 1 year2.6021.2712%
Returns for 3 years47.8377.4662%
Returns for 5 years29.7253.7255%
Returns for 10 years79.79N/A-
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