DSMDX
Price
$20.83
Change
-$0.23 (-1.09%)
Updated
Oct 17 closing price
Net Assets
85.52M
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
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DSMDX vs PMBPX

Header iconDSMDX vs PMBPX Comparison
Open Charts DSMDX vs PMBPXBanner chart's image
Driehaus Small/Mid Cap Growth
Price$20.83
Change-$0.23 (-1.09%)
VolumeN/A
Net Assets85.52M
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
DSMDX vs PMBPX Comparison Chart in %
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DSMDX vs. PMBPX commentary
Oct 19, 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 DSMDX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. DSMDX (85.5M). DSMDX pays higher dividends than PMBPX: DSMDX (0.31) vs PMBPX (0.01). DSMDX was incepted earlier than PMBPX: DSMDX (5 years) vs PMBPX (25 years). DSMDX (0.84) and PMBPX (0.83) have similar cost to investors . DSMDX is a more actively managed with annual turnover of: 129.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than DSMDX: PMBPX (0) vs DSMDX (10000). DSMDX annual gain was more profitable for investors over the last year : 9.94 vs. PMBPX (-2.88). DSMDX (36.06) and PMBPX (36.06) have equivalent 5 years return.
DSMDXPMBPXDSMDX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.840.83101%
Fund Existence5 years25 years-
Gain YTD10.3282.301449%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets85.5M31.8B0%
Annual Yield % from dividends0.310.014,081%
Returns for 1 year9.94-2.88-346%
Returns for 3 years59.4249.26121%
Returns for 5 years36.0636.06100%
Returns for 10 yearsN/A102.57-
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