PMBPX
Price
$46.65
Change
-$0.07 (-0.15%)
Updated
Aug 27 closing price
Net Assets
32.88B
TRSZX
Price
$23.22
Change
+$0.11 (+0.48%)
Updated
Aug 27 closing price
Net Assets
316.66M
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PMBPX vs TRSZX

Header iconPMBPX vs TRSZX Comparison
Open Charts PMBPX vs TRSZXBanner chart's image
Principal MidCap R5
Price$46.65
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets32.88B
T. Rowe Price Mid-Cap Index Z
Price$23.22
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets316.66M
PMBPX vs TRSZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. TRSZX (317M). TRSZX pays higher dividends than PMBPX: TRSZX (0.90) vs PMBPX (0.01). PMBPX was incepted earlier than TRSZX: PMBPX (25 years) vs TRSZX (5 years). PMBPX (0.83) is less costly to investors than TRSZX (0.25). TRSZX is a more actively managed with annual turnover of: 31.70 vs. PMBPX (10.50). PMBPX (0) and TRSZX (0) have matching initial minimum investment requirements. TRSZX annual gain was more profitable for investors over the last year : 19.84 vs. PMBPX (8.23). TRSZX return over 5 years is better than : 55.88 vs. PMBPX (44.39).
PMBPXTRSZXPMBPX / TRSZX
Total Expense Ratio0.830.00-
Annual Report Gross Expense Ratio0.830.25332%
Fund Existence25 years5 years-
Gain YTD7.50110.78670%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B317M10,379%
Annual Yield % from dividends0.010.901%
Returns for 1 year8.2319.8441%
Returns for 3 years42.1055.1576%
Returns for 5 years44.3955.8879%
Returns for 10 years111.05N/A-
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