AWMIX
Price
$19.71
Change
-$0.33 (-1.65%)
Updated
Jun 13 closing price
Net Assets
863.8M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$19.71
Change-$0.33 (-1.65%)
VolumeN/A
Net Assets863.8M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
AWMIX vs PMBPX Comparison Chart
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AWMIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. AWMIX (864M). 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 : 10.26 vs. AWMIX (-0.10). PMBPX return over 5 years is better than : 54.31 vs. AWMIX (22.73).
AWMIXPMBPXAWMIX / PMBPX
Total Expense Ratio0.830.83100%
Annual Report Gross Expense Ratio0.830.83100%
Fund Existence11 years25 years-
Gain YTD0.8701.93345%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets864M30.6B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-0.1010.26-1%
Returns for 3 years23.9649.5248%
Returns for 5 years22.7354.3142%
Returns for 10 years64.3992.6869%
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