CHCZX
Price
$13.18
Change
+$0.15 (+1.15%)
Updated
Jul 3 closing price
Net Assets
2.58B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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CHCZX vs PMBJX

Header iconCHCZX vs PMBJX Comparison
Open Charts CHCZX vs PMBJXBanner chart's image
AB Discovery Growth Z
Price$13.18
Change+$0.15 (+1.15%)
VolumeN/A
Net Assets2.58B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
CHCZX vs PMBJX Comparison Chart in %
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CHCZX vs. PMBJX commentary
Jul 07, 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 CHCZX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. CHCZX (2.58B). PMBJX pays higher dividends than CHCZX: PMBJX (0.06) vs CHCZX (0.00). CHCZX was incepted earlier than PMBJX: CHCZX (11 years) vs PMBJX (24 years). PMBJX (0.78) is less costly to investors than CHCZX (0.67). CHCZX is a more actively managed with annual turnover of: 79.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than CHCZX: PMBJX (1000) vs CHCZX (2000000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. CHCZX (9.29). PMBJX return over 5 years is better than : 58.39 vs. CHCZX (-0.30).
CHCZXPMBJXCHCZX / PMBJX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.7886%
Fund Existence11 years24 years-
Gain YTD-0.1527.057-2%
Front LoadN/AN/A-
Min. Initial Investment20000001000200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.58B32.3B8%
Annual Yield % from dividends0.000.06-
Returns for 1 year9.2915.2661%
Returns for 3 years42.3351.7982%
Returns for 5 years-0.3058.39-1%
Returns for 10 years30.55100.4630%
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