DFMGX
Price
$39.89
Change
+$0.08 (+0.20%)
Updated
Jul 25 closing price
Net Assets
381.51M
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$39.89
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets381.51M
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
DFMGX vs PMBMX Comparison Chart in %
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DFMGX vs. PMBMX commentary
Jul 28, 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: 33.2B vs. DFMGX (382M). 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 : 13.84 vs. PMBMX (13.04). PMBMX return over 5 years is better than : 52.44 vs. DFMGX (30.57).
DFMGXPMBMXDFMGX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.891.1478%
Fund Existence8 years25 years-
Gain YTD7.9278.42194%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets382M33.2B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year13.8413.04106%
Returns for 3 years41.7147.2788%
Returns for 5 years30.5752.4458%
Returns for 10 yearsN/A97.42-
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