CHCZX
Price
$13.18
Change
+$0.15 (+1.15%)
Updated
Jul 3 closing price
Net Assets
2.58B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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CHCZX vs PMBPX

Header iconCHCZX vs PMBPX Comparison
Open Charts CHCZX vs PMBPXBanner chart's image
AB Discovery Growth Z
Price$13.18
Change+$0.15 (+1.15%)
VolumeN/A
Net Assets2.58B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
CHCZX vs PMBPX Comparison Chart in %
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CHCZX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. CHCZX (2.58B). PMBPX pays higher dividends than CHCZX: PMBPX (0.01) vs CHCZX (0.00). CHCZX was incepted earlier than PMBPX: CHCZX (11 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than CHCZX (0.67). CHCZX is a more actively managed with annual turnover of: 79.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than CHCZX: PMBPX (0) vs CHCZX (2000000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. CHCZX (9.29). PMBPX return over 5 years is better than : 59.60 vs. CHCZX (-0.30).
CHCZXPMBPXCHCZX / PMBPX
Total Expense Ratio0.670.8381%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence11 years25 years-
Gain YTD-0.1527.041-2%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.58B32.3B8%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.2915.4160%
Returns for 3 years42.3352.3981%
Returns for 5 years-0.3059.60-1%
Returns for 10 years30.55104.4629%
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