PMBPX
Price
$45.90
Change
+$0.37 (+0.81%)
Updated
Jul 16 closing price
Net Assets
31.8B
TRMSX
Price
$22.27
Change
+$0.16 (+0.72%)
Updated
Jul 16 closing price
Net Assets
299.01M
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PMBPX vs TRMSX

Header iconPMBPX vs TRMSX Comparison
Open Charts PMBPX vs TRMSXBanner chart's image
Principal MidCap R5
Price$45.90
Change+$0.37 (+0.81%)
VolumeN/A
Net Assets31.8B
T. Rowe Price Mid-Cap Index I
Price$22.27
Change+$0.16 (+0.72%)
VolumeN/A
Net Assets299.01M
PMBPX vs TRMSX Comparison Chart in %
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PMBPX vs. TRMSX commentary
Jul 17, 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 TRMSX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. TRMSX (299M). TRMSX pays higher dividends than PMBPX: TRMSX (0.81) vs PMBPX (0.01). PMBPX was incepted earlier than TRMSX: PMBPX (25 years) vs TRMSX (10 years). PMBPX (0.83) is less costly to investors than TRMSX (0.30). TRMSX is a more actively managed with annual turnover of: 31.70 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than TRMSX: PMBPX (0) vs TRMSX (500000). TRMSX annual gain was more profitable for investors over the last year : 13.94 vs. PMBPX (7.64). TRMSX return over 5 years is better than : 62.57 vs. PMBPX (51.07).
PMBPXTRMSXPMBPX / TRMSX
Total Expense Ratio0.830.14593%
Annual Report Gross Expense Ratio0.830.30277%
Fund Existence25 years10 years-
Gain YTD4.7636.04379%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B299M10,635%
Annual Yield % from dividends0.010.811%
Returns for 1 year7.6413.9455%
Returns for 3 years48.5161.0080%
Returns for 5 years51.0762.5782%
Returns for 10 years96.92N/A-
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