DFMGX
Price
$38.31
Change
+$0.23 (+0.60%)
Updated
Oct 17 closing price
Net Assets
356.19M
PMBMX
Price
$41.67
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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DFMGX vs PMBMX

Header iconDFMGX vs PMBMX Comparison
Open Charts DFMGX vs PMBMXBanner chart's image
DF Dent Midcap Growth Institutional
Price$38.31
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets356.19M
Principal MidCap R3
Price$41.67
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
DFMGX vs PMBMX Comparison Chart in %
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DFMGX vs. PMBMX commentary
Oct 20, 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 DFMGX is a Hold and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.9B vs. DFMGX (356M). PMBMX pays higher dividends than DFMGX: PMBMX (0.02) vs DFMGX (0.00). DFMGX was incepted earlier than PMBMX: DFMGX (8 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than DFMGX (0.89). DFMGX is a more actively managed with annual turnover of: 29.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than DFMGX: PMBMX (0) vs DFMGX (500000). DFMGX annual gain was more profitable for investors over the last year : 3.65 vs. PMBMX (-3.39). PMBMX return over 5 years is better than : 32.70 vs. DFMGX (17.70).
DFMGXPMBMXDFMGX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.891.1478%
Fund Existence8 years25 years-
Gain YTD3.6532.007182%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets356M31.9B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year3.65-3.39-108%
Returns for 3 years49.6547.07105%
Returns for 5 years17.7032.7054%
Returns for 10 yearsN/A92.87-
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