AWMIX
Price
$21.05
Change
+$0.22 (+1.06%)
Updated
Jul 25 closing price
Net Assets
908.61M
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
Interact to see
Advertisement

AWMIX vs PMBMX

Header iconAWMIX vs PMBMX Comparison
Open Charts AWMIX vs PMBMXBanner chart's image
CIBC Atlas Mid Cap Equity Institutional
Price$21.05
Change+$0.22 (+1.06%)
VolumeN/A
Net Assets908.61M
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
AWMIX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AWMIX vs. PMBMX commentary
Jul 28, 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 AWMIX is a Buy and PMBMX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. AWMIX (909M). PMBMX pays higher dividends than AWMIX: PMBMX (0.02) vs AWMIX (0.00). AWMIX was incepted earlier than PMBMX: AWMIX (11 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than AWMIX (0.83). AWMIX is a more actively managed with annual turnover of: 20.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than AWMIX: PMBMX (0) vs AWMIX (250000). PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. AWMIX (8.34). PMBMX return over 5 years is better than : 52.44 vs. AWMIX (22.74).
AWMIXPMBMXAWMIX / PMBMX
Total Expense Ratio0.831.1473%
Annual Report Gross Expense Ratio0.831.1473%
Fund Existence11 years25 years-
Gain YTD7.7288.42192%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets909M33.2B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year8.3413.0464%
Returns for 3 years25.7547.2754%
Returns for 5 years22.7452.4443%
Returns for 10 years79.4597.4282%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PFN7.500.01
+0.13%
PIMCO Income Strategy Fund II
PSCJ28.69N/A
N/A
Pacer Swan SOS Conservative (July) ETF
QUVU25.52N/A
N/A
Hartford Quality Value ETF
AVEM70.53-0.53
-0.75%
Avantis Emerging Markets Equity ETF
OSOL4.81-0.15
-3.10%
Osprey Solana Trust