PMBPX
Price
$45.13
Change
+$0.02 (+0.04%)
Updated
May 13 closing price
Net Assets
31.03B
SUFCX
Price
$37.80
Change
+$1.18 (+3.22%)
Updated
May 12 closing price
Net Assets
73.22M
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PMBPX vs SUFCX

Header iconPMBPX vs SUFCX Comparison
Open Charts PMBPX vs SUFCXBanner chart's image
Principal MidCap R5
Price$45.13
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets31.03B
NAA Mid Growth C
Price$37.80
Change+$1.18 (+3.22%)
VolumeN/A
Net Assets73.22M
PMBPX vs SUFCX Comparison Chart
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PMBPX vs. SUFCX commentary
May 14, 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: 31B vs. SUFCX (73.2M). SUFCX pays higher dividends than PMBPX: SUFCX (7.34) vs PMBPX (0.01). PMBPX was incepted earlier than SUFCX: PMBPX (24 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 : 8.03 vs. SUFCX (-0.87). PMBPX return over 5 years is better than : 75.09 vs. SUFCX (-45.94).
PMBPXSUFCXPMBPX / SUFCX
Total Expense Ratio0.832.2038%
Annual Report Gross Expense Ratio0.832.2038%
Fund Existence24 years26 years-
Gain YTD1.680-4.036-42%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets31B73.2M42,350%
Annual Yield % from dividends0.017.340%
Returns for 1 year8.03-0.87-919%
Returns for 3 years39.02-39.43-99%
Returns for 5 years75.09-45.94-163%
Returns for 10 years90.72-65.28-139%
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