HBMCX
Price
$27.36
Change
-$0.04 (-0.15%)
Updated
Aug 15 closing price
Net Assets
790.65M
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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HBMCX vs PMBPX

Header iconHBMCX vs PMBPX Comparison
Open Charts HBMCX vs PMBPXBanner chart's image
Hartford MidCap HLS IB
Price$27.36
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets790.65M
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
HBMCX vs PMBPX Comparison Chart in %
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HBMCX vs. PMBPX commentary
Aug 18, 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 Hold and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. HBMCX (791M). PMBPX pays higher dividends than HBMCX: PMBPX (0.01) vs HBMCX (0.00). HBMCX was incepted earlier than PMBPX: HBMCX (26 years) vs PMBPX (25 years). HBMCX (0.99) is less costly to investors than PMBPX (0.83). HBMCX is a more actively managed with annual turnover of: 75.00 vs. PMBPX (10.50). HBMCX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 9.12 vs. HBMCX (6.05). PMBPX return over 5 years is better than : 45.20 vs. HBMCX (-27.86).
HBMCXPMBPXHBMCX / PMBPX
Total Expense Ratio0.990.83119%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence26 years25 years-
Gain YTD3.3235.79857%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets791M32.5B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.059.1266%
Returns for 3 years-15.5530.75-51%
Returns for 5 years-27.8645.20-62%
Returns for 10 years-31.2696.67-32%
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