AWMIX
Price
$20.73
Change
+$0.18 (+0.88%)
Updated
Sep 26 closing price
Net Assets
872.61M
PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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AWMIX vs PMBPX

Header iconAWMIX vs PMBPX Comparison
Open Charts AWMIX vs PMBPXBanner chart's image
CIBC Atlas Mid Cap Equity Institutional
Price$20.73
Change+$0.18 (+0.88%)
VolumeN/A
Net Assets872.61M
Principal MidCap R5
Price$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets33.04B
AWMIX vs PMBPX Comparison Chart in %
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AWMIX vs. PMBPX commentary
Sep 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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. AWMIX (873M). PMBPX pays higher dividends than AWMIX: PMBPX (0.01) vs AWMIX (0.00). AWMIX was incepted earlier than PMBPX: AWMIX (11 years) vs PMBPX (25 years). AWMIX (0.83) and PMBPX (0.83) have similar cost to investors . AWMIX is a more actively managed with annual turnover of: 20.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than AWMIX: PMBPX (0) vs AWMIX (250000). PMBPX annual gain was more profitable for investors over the last year : 2.56 vs. AWMIX (0.97). PMBPX return over 5 years is better than : 48.73 vs. AWMIX (19.69).
AWMIXPMBPXAWMIX / PMBPX
Total Expense Ratio0.830.83100%
Annual Report Gross Expense Ratio0.830.83100%
Fund Existence11 years25 years-
Gain YTD6.0905.430112%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets873M33B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.972.5638%
Returns for 3 years31.2056.2355%
Returns for 5 years19.6948.7340%
Returns for 10 years93.38123.1276%
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