DFMGX
Price
$37.70
Change
+$0.43 (+1.15%)
Updated
Dec 3 closing price
Net Assets
334.86M
PMBPX
Price
$44.40
Change
+$0.35 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
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DFMGX vs PMBPX

Header iconDFMGX vs PMBPX Comparison
Open Charts DFMGX vs PMBPXBanner chart's image
DF Dent Midcap Growth Institutional
Price$37.70
Change+$0.43 (+1.15%)
VolumeN/A
Net Assets334.86M
Principal MidCap R5
Price$44.40
Change+$0.35 (+0.79%)
VolumeN/A
Net Assets31.57B
DFMGX vs PMBPX Comparison Chart in %
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DFMGX vs. PMBPX commentary
Dec 04, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. DFMGX (335M). PMBPX pays higher dividends than DFMGX: PMBPX (0.01) vs DFMGX (0.00). DFMGX was incepted earlier than PMBPX: DFMGX (8 years) vs PMBPX (25 years). DFMGX (0.89) is less costly to investors than PMBPX (0.83). DFMGX is a more actively managed with annual turnover of: 29.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than DFMGX: PMBPX (0) vs DFMGX (500000). DFMGX annual gain was more profitable for investors over the last year : -6.15 vs. PMBPX (-7.88). PMBPX return over 5 years is better than : 27.10 vs. DFMGX (8.70).
DFMGXPMBPXDFMGX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio0.890.83107%
Fund Existence8 years25 years-
Gain YTD0.7581.79542%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets335M31.6B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-6.15-7.8878%
Returns for 3 years30.0732.1594%
Returns for 5 years8.7027.1032%
Returns for 10 yearsN/A96.85-
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