DFMGX
Price
$38.77
Change
+$0.35 (+0.91%)
Updated
Jul 3 closing price
Net Assets
372.74M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$38.77
Change+$0.35 (+0.91%)
VolumeN/A
Net Assets372.74M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
DFMGX vs PMBMX Comparison Chart in %
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DFMGX vs. PMBMX commentary
Jul 08, 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 Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. DFMGX (373M). 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 : 16.01 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. DFMGX (29.58).
DFMGXPMBMXDFMGX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.891.1478%
Fund Existence8 years25 years-
Gain YTD4.8976.85471%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets373M32.3B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year16.0114.80108%
Returns for 3 years40.4750.1981%
Returns for 5 years29.5855.7153%
Returns for 10 yearsN/A94.74-
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