DBMAX
Price
$27.52
Change
-$0.43 (-1.54%)
Updated
Jun 13 closing price
Net Assets
1.04B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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DBMAX vs PMBPX

Header iconDBMAX vs PMBPX Comparison
Open Charts DBMAX vs PMBPXBanner chart's image
BNY Mellon Sm/Md Cp Gr A
Price$27.52
Change-$0.43 (-1.54%)
VolumeN/A
Net Assets1.04B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
DBMAX vs PMBPX Comparison Chart
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DBMAX vs. PMBPX commentary
Jun 16, 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 DBMAX is a Hold and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. DBMAX (1.04B). PMBPX pays higher dividends than DBMAX: PMBPX (0.01) vs DBMAX (0.00). DBMAX was incepted earlier than PMBPX: DBMAX (16 years) vs PMBPX (25 years). DBMAX (1.02) is less costly to investors than PMBPX (0.83). DBMAX is a more actively managed with annual turnover of: 48.92 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than DBMAX: PMBPX (0) vs DBMAX (1000). DBMAX annual gain was more profitable for investors over the last year : 12.28 vs. PMBPX (10.26). PMBPX return over 5 years is better than : 54.31 vs. DBMAX (-1.40).
DBMAXPMBPXDBMAX / PMBPX
Total Expense Ratio0.970.83117%
Annual Report Gross Expense Ratio1.020.83123%
Fund Existence16 years25 years-
Gain YTD1.4751.93376%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B30.6B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year12.2810.26120%
Returns for 3 years35.9749.5273%
Returns for 5 years-1.4054.31-3%
Returns for 10 years50.2292.6854%
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