PMBMX
Price
$41.99
Change
+$0.02 (+0.05%)
Updated
Jun 5 closing price
Net Assets
30.91B
VYRBX
Price
$25.73
Change
-$0.01 (-0.04%)
Updated
Jun 5 closing price
Net Assets
385.89M
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PMBMX vs VYRBX

Header iconPMBMX vs VYRBX Comparison
Open Charts PMBMX vs VYRBXBanner chart's image
Principal MidCap R3
Price$41.99
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets30.91B
VY® Baron Growth R6
Price$25.73
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets385.89M
PMBMX vs VYRBX Comparison Chart
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PMBMX vs. VYRBX commentary
Jun 06, 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 VYRBX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. VYRBX (386M). PMBMX pays higher dividends than VYRBX: PMBMX (0.02) vs VYRBX (0.00). PMBMX was incepted earlier than VYRBX: PMBMX (25 years) vs VYRBX (9 years). PMBMX (1.14) is less costly to investors than VYRBX (0.98). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VYRBX (4.00). PMBMX (0) and VYRBX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 9.92 vs. VYRBX (-0.16). PMBMX return over 5 years is better than : 42.50 vs. VYRBX (6.19).
PMBMXVYRBXPMBMX / VYRBX
Total Expense Ratio1.140.98116%
Annual Report Gross Expense Ratio1.140.98116%
Fund Existence25 years9 years-
Gain YTD2.742-3.955-69%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B386M8,005%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.92-0.16-6,395%
Returns for 3 years33.40-4.91-680%
Returns for 5 years42.506.19687%
Returns for 10 years86.24N/A-
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