PMBPX
Price
$44.27
Change
+$0.36 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
TRSZX
Price
$20.11
Change
+$0.36 (+1.82%)
Updated
May 8 closing price
Net Assets
261.51M
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PMBPX vs TRSZX

Header iconPMBPX vs TRSZX Comparison
Open Charts PMBPX vs TRSZXBanner chart's image
Principal MidCap R5
Price$44.27
Change+$0.36 (+0.82%)
VolumeN/A
Net Assets30.17B
T. Rowe Price Mid-Cap Index Z
Price$20.11
Change+$0.36 (+1.82%)
VolumeN/A
Net Assets261.51M
PMBPX vs TRSZX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. TRSZX (262M). TRSZX pays higher dividends than PMBPX: TRSZX (1.05) vs PMBPX (0.01). PMBPX was incepted earlier than TRSZX: PMBPX (24 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. PMBPX annual gain was more profitable for investors over the last year : 8.97 vs. TRSZX (7.32). TRSZX return over 5 years is better than : 70.35 vs. PMBPX (64.72).
PMBPXTRSZXPMBPX / TRSZX
Total Expense Ratio0.830.00-
Annual Report Gross Expense Ratio0.830.25332%
Fund Existence24 years5 years-
Gain YTD1.035-5.321-19%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.2B262M11,527%
Annual Yield % from dividends0.011.051%
Returns for 1 year8.977.32122%
Returns for 3 years41.3841.04101%
Returns for 5 years64.7270.3592%
Returns for 10 years90.98N/A-
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