PMBMX
Price
$43.76
Change
-$0.06 (-0.14%)
Updated
Aug 27 closing price
Net Assets
32.88B
TRMSX
Price
$23.19
Change
+$0.11 (+0.48%)
Updated
Aug 27 closing price
Net Assets
316.66M
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PMBMX vs TRMSX

Header iconPMBMX vs TRMSX Comparison
Open Charts PMBMX vs TRMSXBanner chart's image
Principal MidCap R3
Price$43.76
Change-$0.06 (-0.14%)
VolumeN/A
Net Assets32.88B
T. Rowe Price Mid-Cap Index I
Price$23.19
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets316.66M
PMBMX vs TRMSX Comparison Chart in %
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PMBMX vs. TRMSX commentary
Aug 28, 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 TRMSX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.9B vs. TRMSX (317M). TRMSX pays higher dividends than PMBMX: TRMSX (0.79) vs PMBMX (0.02). PMBMX was incepted earlier than TRMSX: PMBMX (25 years) vs TRMSX (10 years). PMBMX (1.14) is less costly to investors than TRMSX (0.30). TRMSX is a more actively managed with annual turnover of: 31.70 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than TRMSX: PMBMX (0) vs TRMSX (500000). TRMSX annual gain was more profitable for investors over the last year : 19.67 vs. PMBMX (7.66). TRMSX return over 5 years is better than : 54.69 vs. PMBMX (40.84).
PMBMXTRMSXPMBMX / TRMSX
Total Expense Ratio1.140.14814%
Annual Report Gross Expense Ratio1.140.30380%
Fund Existence25 years10 years-
Gain YTD7.27110.69568%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B317M10,379%
Annual Yield % from dividends0.020.793%
Returns for 1 year7.6619.6739%
Returns for 3 years40.0854.4974%
Returns for 5 years40.8454.6975%
Returns for 10 years100.96N/A-
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