PMBPX
Price
$44.19
Change
-$0.08 (-0.18%)
Updated
May 9 closing price
Net Assets
30.43B
TRMSX
Price
$20.08
Change
-$0.01 (-0.05%)
Updated
May 9 closing price
Net Assets
265.26M
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PMBPX vs TRMSX

Header iconPMBPX vs TRMSX Comparison
Open Charts PMBPX vs TRMSXBanner chart's image
Principal MidCap R5
Price$44.19
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets30.43B
T. Rowe Price Mid-Cap Index I
Price$20.08
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets265.26M
PMBPX vs TRMSX Comparison Chart
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PMBPX vs. TRMSX commentary
May 10, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.4B vs. TRMSX (265M). TRMSX pays higher dividends than PMBPX: TRMSX (0.92) vs PMBPX (0.01). PMBPX was incepted earlier than TRMSX: PMBPX (24 years) vs TRMSX (9 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). PMBPX annual gain was more profitable for investors over the last year : 8.81 vs. TRMSX (8.29). TRMSX return over 5 years is better than : 72.26 vs. PMBPX (66.07).
PMBPXTRMSXPMBPX / TRMSX
Total Expense Ratio0.830.14593%
Annual Report Gross Expense Ratio0.830.30277%
Fund Existence24 years9 years-
Gain YTD1.864-3.645-51%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.4B265M11,472%
Annual Yield % from dividends0.010.921%
Returns for 1 year8.818.29106%
Returns for 3 years41.9042.9598%
Returns for 5 years66.0772.2691%
Returns for 10 years93.30N/A-
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