CHCYX
Price
$13.79
Change
+$0.11 (+0.80%)
Updated
Sep 26 closing price
Net Assets
2.58B
PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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CHCYX vs PMBPX

Header iconCHCYX vs PMBPX Comparison
Open Charts CHCYX vs PMBPXBanner chart's image
AB Discovery Growth Advisor
Price$13.79
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets2.58B
Principal MidCap R5
Price$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets33.04B
CHCYX vs PMBPX Comparison Chart in %
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CHCYX vs. PMBPX commentary
Sep 29, 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 CHCYX is a Buy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. CHCYX (2.58B). PMBPX pays higher dividends than CHCYX: PMBPX (0.01) vs CHCYX (0.00). CHCYX was incepted earlier than PMBPX: CHCYX (29 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than CHCYX (0.71). CHCYX is a more actively managed with annual turnover of: 79.00 vs. PMBPX (10.50). CHCYX (0) and PMBPX (0) have matching initial minimum investment requirements. CHCYX annual gain was more profitable for investors over the last year : 4.63 vs. PMBPX (2.56). PMBPX return over 5 years is better than : 48.73 vs. CHCYX (-2.13).
CHCYXPMBPXCHCYX / PMBPX
Total Expense Ratio0.700.8384%
Annual Report Gross Expense Ratio0.710.8386%
Fund Existence29 years25 years-
Gain YTD3.3735.43062%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.58B33B8%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.632.56181%
Returns for 3 years51.5456.2392%
Returns for 5 years-2.1348.73-4%
Returns for 10 years56.75123.1246%
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