PMBPX
Price
$45.48
Change
-$0.34 (-0.74%)
Updated
Sep 25 closing price
Net Assets
33B
SUFCX
Price
$39.03
Change
-$0.25 (-0.64%)
Updated
Sep 25 closing price
Net Assets
71.96M
Interact to see
Advertisement

PMBPX vs SUFCX

Header iconPMBPX vs SUFCX Comparison
Open Charts PMBPX vs SUFCXBanner chart's image
Principal MidCap R5
Price$45.48
Change-$0.34 (-0.74%)
VolumeN/A
Net Assets33B
NAA Mid Growth C
Price$39.03
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets71.96M
PMBPX vs SUFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. SUFCX commentary
Sep 26, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. SUFCX (72M). SUFCX pays higher dividends than PMBPX: SUFCX (6.55) 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 : 3.44 vs. SUFCX (0.65). PMBPX return over 5 years is better than : 48.73 vs. SUFCX (-52.51).
PMBPXSUFCXPMBPX / SUFCX
Total Expense Ratio0.832.2038%
Annual Report Gross Expense Ratio0.832.2038%
Fund Existence25 years27 years-
Gain YTD5.4302.935185%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33B72M45,833%
Annual Yield % from dividends0.016.550%
Returns for 1 year3.440.65532%
Returns for 3 years55.86-27.58-203%
Returns for 5 years48.73-52.51-93%
Returns for 10 years121.72-57.57-211%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
MYCF25.11-0.01
-0.04%
SPDR SSGA My2026 Corporate Bond ETF
SPHQ72.40-0.57
-0.78%
Invesco S&P 500® Quality ETF
NDIV28.95-0.27
-0.92%
Amplify Natural Resources Div Inc ETF
ROBT52.56-0.61
-1.15%
FT Nasdaq Artfcl Intllgnc and Rbtc ETF
PSCH40.45-0.73
-1.78%
Invesco S&P SmallCap Health Care ETF