AWMIX
Price
$20.86
Change
+$0.28 (+1.36%)
Updated
Jul 3 closing price
Net Assets
904.47M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$20.86
Change+$0.28 (+1.36%)
VolumeN/A
Net Assets904.47M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
AWMIX vs PMBMX Comparison Chart in %
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AWMIX vs. PMBMX commentary
Jul 07, 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: 32.3B vs. AWMIX (904M). 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 : 14.80 vs. AWMIX (4.30). PMBMX return over 5 years is better than : 55.71 vs. AWMIX (26.35).
AWMIXPMBMXAWMIX / PMBMX
Total Expense Ratio0.831.1473%
Annual Report Gross Expense Ratio0.831.1473%
Fund Existence11 years25 years-
Gain YTD6.7556.85499%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets904M32.3B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year4.3014.8029%
Returns for 3 years29.1650.1958%
Returns for 5 years26.3555.7147%
Returns for 10 years75.7494.7480%
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