PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
SUFCX
Price
$38.76
Change
+$0.07 (+0.18%)
Updated
Oct 17 closing price
Net Assets
70.68M
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PMBPX vs SUFCX

Header iconPMBPX vs SUFCX Comparison
Open Charts PMBPX vs SUFCXBanner chart's image
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
NAA Mid Growth C
Price$38.76
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets70.68M
PMBPX vs SUFCX Comparison Chart in %
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PMBPX vs. SUFCX commentary
Oct 18, 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 Hold and SUFCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. SUFCX (70.7M). SUFCX pays higher dividends than PMBPX: SUFCX (6.59) vs PMBPX (0.01). PMBPX was incepted earlier than SUFCX: PMBPX (25 years) vs SUFCX (27 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 : -2.97 vs. SUFCX (-4.53). PMBPX return over 5 years is better than : 35.41 vs. SUFCX (-57.24).
PMBPXSUFCXPMBPX / SUFCX
Total Expense Ratio0.832.2038%
Annual Report Gross Expense Ratio0.832.2038%
Fund Existence25 years27 years-
Gain YTD1.8181.389131%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B70.7M44,979%
Annual Yield % from dividends0.016.590%
Returns for 1 year-2.97-4.5366%
Returns for 3 years51.04-30.58-167%
Returns for 5 years35.41-57.24-62%
Returns for 10 years101.80-60.72-168%
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