DFMGX
Price
$38.31
Change
+$0.23 (+0.60%)
Updated
Oct 17 closing price
Net Assets
356.19M
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.93B
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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$38.31
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets356.19M
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.93B
DFMGX vs PMBPX Comparison Chart in %
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DFMGX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.9B vs. DFMGX (356M). 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 : 3.65 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. DFMGX (17.70).
DFMGXPMBPXDFMGX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio0.890.83107%
Fund Existence8 years25 years-
Gain YTD3.6532.301159%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets356M31.9B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.65-2.88-127%
Returns for 3 years49.6549.26101%
Returns for 5 years17.7036.0649%
Returns for 10 yearsN/A102.57-
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