CMIDX
Price
$20.82
Change
-$0.25 (-1.19%)
Updated
Jun 13 closing price
Net Assets
742.76M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$20.82
Change-$0.25 (-1.19%)
VolumeN/A
Net Assets742.76M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
CMIDX vs PMBPX Comparison Chart
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CMIDX vs. PMBPX commentary
Jun 15, 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 StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. CMIDX (743M). 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 : 10.26 vs. CMIDX (-14.88). PMBPX return over 5 years is better than : 54.31 vs. CMIDX (-1.98).
CMIDXPMBPXCMIDX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.050.83127%
Fund Existence13 years25 years-
Gain YTD-4.9751.933-257%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets743M30.6B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year-14.8810.26-145%
Returns for 3 years-8.0049.52-16%
Returns for 5 years-1.9854.31-4%
Returns for 10 years36.0992.6839%
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