CMIDX
Price
$21.83
Change
+$0.23 (+1.06%)
Updated
Jul 3 closing price
Net Assets
752.81M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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CMIDX vs PMBPX

Header iconCMIDX vs PMBPX Comparison
Open Charts CMIDX vs PMBPXBanner chart's image
Congress Mid Cap Growth Retail
Price$21.83
Change+$0.23 (+1.06%)
VolumeN/A
Net Assets752.81M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
CMIDX vs PMBPX Comparison Chart in %
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CMIDX 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 CMIDX is a Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. CMIDX (753M). PMBPX pays higher dividends than CMIDX: PMBPX (0.01) vs CMIDX (0.00). CMIDX was incepted earlier than PMBPX: CMIDX (13 years) vs PMBPX (25 years). CMIDX (1.05) is less costly to investors than PMBPX (0.83). CMIDX is a more actively managed with annual turnover of: 49.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than CMIDX: PMBPX (0) vs CMIDX (2000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. CMIDX (-10.83). PMBPX return over 5 years is better than : 59.60 vs. CMIDX (-1.53).
CMIDXPMBPXCMIDX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.050.83127%
Fund Existence13 years25 years-
Gain YTD-0.3657.041-5%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets753M32.3B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year-10.8315.41-70%
Returns for 3 years-5.2152.39-10%
Returns for 5 years-1.5359.60-3%
Returns for 10 years44.49104.4643%
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