Interact to see
Advertisement
Advertisement
HBMCX vs PMBMX
HBMCX vs PMBMX Comparison
Open Charts HBMCX vs PMBMX
Hartford MidCap HLS IB
Price$27.49
Change+$0.31 (+1.14%)
VolumeN/A
Net Assets805.11M
HBMCX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBMCX vs. PMBMX commentary
Jul 07, 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 HBMCX is a StrongBuy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. HBMCX (805M). PMBMX pays higher dividends than HBMCX: PMBMX (0.02) vs HBMCX (0.00). HBMCX was incepted earlier than PMBMX: HBMCX (26 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than HBMCX (0.99). HBMCX is a more actively managed with annual turnover of: 75.00 vs. PMBMX (10.50). HBMCX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. HBMCX (6.30). PMBMX return over 5 years is better than : 55.71 vs. HBMCX (-21.17).
| HBMCX | PMBMX | HBMCX / PMBMX | |
| Total Expense Ratio | 0.99 | 1.14 | 87% |
| Annual Report Gross Expense Ratio | 0.99 | 1.14 | 87% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 3.814 | 6.854 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 32.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 6.30 | 14.80 | 43% |
| Returns for 3 years | -3.08 | 50.19 | -6% |
| Returns for 5 years | -21.17 | 55.71 | -38% |
| Returns for 10 years | -28.75 | 94.74 | -30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement