AWMIX
Price
$19.71
Change
-$0.33 (-1.65%)
Updated
Jun 13 closing price
Net Assets
863.8M
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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AWMIX vs PMBMX

Header iconAWMIX vs PMBMX Comparison
Open Charts AWMIX vs PMBMXBanner chart's image
CIBC Atlas Mid Cap Equity Institutional
Price$19.71
Change-$0.33 (-1.65%)
VolumeN/A
Net Assets863.8M
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
AWMIX vs PMBMX Comparison Chart
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AWMIX vs. PMBMX commentary
Jun 16, 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.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. AWMIX (864M). 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 : 9.71 vs. AWMIX (-0.10). PMBMX return over 5 years is better than : 50.58 vs. AWMIX (22.73).
AWMIXPMBMXAWMIX / PMBMX
Total Expense Ratio0.831.1473%
Annual Report Gross Expense Ratio0.831.1473%
Fund Existence11 years25 years-
Gain YTD0.8701.78749%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets864M30.6B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year-0.109.71-1%
Returns for 3 years23.9647.3851%
Returns for 5 years22.7350.5845%
Returns for 10 years64.3983.5477%
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