CHCYX
Price
$13.50
Change
+$0.01 (+0.07%)
Updated
Aug 15 closing price
Net Assets
2.58B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
Interact to see
Advertisement

CHCYX vs PMBPX

Header iconCHCYX vs PMBPX Comparison
Open Charts CHCYX vs PMBPXBanner chart's image
AB Discovery Growth Advisor
Price$13.50
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.58B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
CHCYX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CHCYX vs. PMBPX commentary
Aug 17, 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 Hold and PMBPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B 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. PMBPX annual gain was more profitable for investors over the last year : 9.12 vs. CHCYX (7.48). PMBPX return over 5 years is better than : 45.20 vs. CHCYX (-4.19).
CHCYXPMBPXCHCYX / PMBPX
Total Expense Ratio0.700.8384%
Annual Report Gross Expense Ratio0.710.8386%
Fund Existence29 years25 years-
Gain YTD1.1995.79821%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.58B32.5B8%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.489.1282%
Returns for 3 years20.3230.7566%
Returns for 5 years-4.1945.20-9%
Returns for 10 years32.2896.6733%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SCHH21.020.13
+0.62%
Schwab US REIT ETF™
JSMD80.36-0.09
-0.11%
Janus Henderson Small/Md Cp Gr Alpha ETF
SHDG30.81-0.06
-0.19%
Soundwatch Hedged Equity ETF
JULU28.30-0.07
-0.26%
AllianzIM U.S. Equity Buffer15 UncJulETF
MEMX33.62-0.23
-0.68%
Matthews Emerging Markets Ex Chn Act ETF