PMBMX
Price
$38.29
Change
-$1.09 (-2.77%)
Updated
Apr 10 closing price
Net Assets
28.5B
PMBPX
Price
$40.77
Change
-$1.16 (-2.77%)
Updated
Apr 10 closing price
Net Assets
28.5B
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PMBMX vs PMBPX

Header iconPMBMX vs PMBPX Comparison
Open Charts PMBMX vs PMBPXBanner chart's image
Principal MidCap R3
Price$38.29
Change-$1.09 (-2.77%)
VolumeN/A
Net Assets28.5B
Principal MidCap R5
Price$40.77
Change-$1.16 (-2.77%)
VolumeN/A
Net Assets28.5B
PMBMX vs PMBPX Comparison Chart
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PMBMX vs. PMBPX commentary
Apr 11, 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 PMBMX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX (28.5B) and PMBPX (28.5B) have equal amount of cash in the bank . PMBMX pays higher dividends than PMBPX: PMBMX (0.02) vs PMBPX (0.01). PMBMX was incepted earlier than PMBPX: PMBMX (24 years) vs PMBPX (24 years). PMBMX (1.15) is less costly to investors than PMBPX (0.84). PMBMX (10.50) and PMBPX (10.50) have comparable annual turnover. PMBMX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 4.60 vs. PMBMX (4.09). PMBPX return over 5 years is better than : 65.16 vs. PMBMX (61.10).
PMBMXPMBPXPMBMX / PMBPX
Total Expense Ratio1.150.84137%
Annual Report Gross Expense Ratio1.150.84137%
Fund Existence24 years24 years-
Gain YTD-3.599-3.520102%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B28.5B100%
Annual Yield % from dividends0.020.01280%
Returns for 1 year4.094.6089%
Returns for 3 years16.5018.1991%
Returns for 5 years61.1065.1694%
Returns for 10 years71.8580.4289%
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