PMBPX
Price
$44.75
Change
+$0.18 (+0.40%)
Updated
Jun 3 closing price
Net Assets
30.8B
SUFCX
Price
$38.10
Change
+$0.40 (+1.06%)
Updated
Jun 3 closing price
Net Assets
72.64M
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PMBPX vs SUFCX

Header iconPMBPX vs SUFCX Comparison
Open Charts PMBPX vs SUFCXBanner chart's image
Principal MidCap R5
Price$44.75
Change+$0.18 (+0.40%)
VolumeN/A
Net Assets30.8B
NAA Mid Growth C
Price$38.10
Change+$0.40 (+1.06%)
VolumeN/A
Net Assets72.64M
PMBPX vs SUFCX Comparison Chart
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PMBPX vs. SUFCX commentary
Jun 04, 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 PMBPX is a Buy and SUFCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.8B vs. SUFCX (72.6M). SUFCX pays higher dividends than PMBPX: SUFCX (6.88) vs PMBPX (0.01). PMBPX was incepted earlier than SUFCX: PMBPX (25 years) vs SUFCX (26 years). SUFCX (2.20) is less costly to investors than PMBPX (0.83). SUFCX is a more actively managed with annual turnover of: 80.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SUFCX: PMBPX (0) vs SUFCX (2500). PMBPX annual gain was more profitable for investors over the last year : 11.07 vs. SUFCX (4.12). PMBPX return over 5 years is better than : 48.83 vs. SUFCX (-51.19).
PMBPXSUFCXPMBPX / SUFCX
Total Expense Ratio0.832.2038%
Annual Report Gross Expense Ratio0.832.2038%
Fund Existence25 years26 years-
Gain YTD2.554-1.205-212%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets30.8B72.6M42,424%
Annual Yield % from dividends0.016.880%
Returns for 1 year11.074.12269%
Returns for 3 years35.56-39.40-90%
Returns for 5 years48.83-51.19-95%
Returns for 10 years93.52-63.99-146%
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