PMBPX
Price
$41.93
Change
+$3.04 (+7.82%)
Updated
Apr 9 closing price
Net Assets
26.39B
SUFCX
Price
$34.71
Change
+$3.09 (+9.77%)
Updated
Apr 9 closing price
Net Assets
61.7M
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PMBPX vs SUFCX

Header iconPMBPX vs SUFCX Comparison
Open Charts PMBPX vs SUFCXBanner chart's image
Principal MidCap R5
Price$41.93
Change+$3.04 (+7.82%)
VolumeN/A
Net Assets26.39B
NAA Mid Growth C
Price$34.71
Change+$3.09 (+9.77%)
VolumeN/A
Net Assets61.7M
PMBPX vs SUFCX Comparison Chart
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PMBPX vs. SUFCX commentary
Apr 11, 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: 26.4B vs. SUFCX (61.7M). SUFCX pays higher dividends than PMBPX: SUFCX (7.33) 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 (0.84). SUFCX is a more actively managed with annual turnover of: 82.00 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 : -4.70 vs. SUFCX (-16.14). PMBPX return over 5 years is better than : 53.18 vs. SUFCX (-50.57).
PMBPXSUFCXPMBPX / SUFCX
Total Expense Ratio0.842.2038%
Annual Report Gross Expense Ratio0.842.2038%
Fund Existence24 years26 years-
Gain YTD-10.515-17.13861%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets26.4B61.7M42,788%
Annual Yield % from dividends0.017.330%
Returns for 1 year-4.70-16.1429%
Returns for 3 years8.43-54.25-16%
Returns for 5 years53.18-50.57-105%
Returns for 10 years66.84-70.17-95%
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