CHCLX
Price
$11.87
Change
-$0.49 (-3.96%)
Updated
Nov 13 closing price
Net Assets
2.6B
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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CHCLX vs PMBPX

Header iconCHCLX vs PMBPX Comparison
Open Charts CHCLX vs PMBPXBanner chart's image
AB Discovery Growth A
Price$11.87
Change-$0.49 (-3.96%)
VolumeN/A
Net Assets2.6B
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
CHCLX vs PMBPX Comparison Chart in %
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CHCLX vs. PMBPX commentary
Nov 14, 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 CHCLX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. CHCLX (2.6B). PMBPX pays higher dividends than CHCLX: PMBPX (0.01) vs CHCLX (0.00). CHCLX was incepted earlier than PMBPX: CHCLX (87 years) vs PMBPX (25 years). CHCLX (0.94) is less costly to investors than PMBPX (0.83). CHCLX is a more actively managed with annual turnover of: 80.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than CHCLX: PMBPX (0) vs CHCLX (2500). CHCLX annual gain was more profitable for investors over the last year : -0.48 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. CHCLX (-15.40).
CHCLXPMBPXCHCLX / PMBPX
Total Expense Ratio0.930.83112%
Annual Report Gross Expense Ratio0.940.83113%
Fund Existence87 years25 years-
Gain YTD5.1022.922175%
Front Load4%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.6B32B8%
Annual Yield % from dividends0.000.01-
Returns for 1 year-0.48-4.8210%
Returns for 3 years37.9534.82109%
Returns for 5 years-15.4031.53-49%
Returns for 10 years39.03106.9936%
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