PMBPX
Price
$41.52
Change
+$0.15 (+0.36%)
Updated
Apr 17 closing price
Net Assets
28.23B
TRMSX
Price
$18.16
Change
+$0.15 (+0.83%)
Updated
Apr 17 closing price
Net Assets
233.13M
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PMBPX vs TRMSX

Header iconPMBPX vs TRMSX Comparison
Open Charts PMBPX vs TRMSXBanner chart's image
Principal MidCap R5
Price$41.52
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets28.23B
T. Rowe Price Mid-Cap Index I
Price$18.16
Change+$0.15 (+0.83%)
VolumeN/A
Net Assets233.13M
PMBPX vs TRMSX Comparison Chart
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PMBPX vs. TRMSX commentary
Apr 18, 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: 28.2B vs. TRMSX (233M). 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 (0.84) is less costly to investors than TRMSX (0.40). 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 : 6.71 vs. TRMSX (1.48). TRMSX return over 5 years is better than : 67.88 vs. PMBPX (60.92).
PMBPXTRMSXPMBPX / TRMSX
Total Expense Ratio0.840.14600%
Annual Report Gross Expense Ratio0.840.40210%
Fund Existence24 years9 years-
Gain YTD-4.809-13.62135%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.2B233M12,103%
Annual Yield % from dividends0.010.921%
Returns for 1 year6.711.48455%
Returns for 3 years18.389.83187%
Returns for 5 years60.9267.8890%
Returns for 10 years78.70N/A-
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