HFMRX
Price
$29.78
Change
-$0.11 (-0.37%)
Updated
Oct 17 closing price
Net Assets
4.3B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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HFMRX vs PMBJX

Header iconHFMRX vs PMBJX Comparison
Open Charts HFMRX vs PMBJXBanner chart's image
Hartford MidCap R3
Price$29.78
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets4.3B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
HFMRX vs PMBJX Comparison Chart in %
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HFMRX vs. PMBJX commentary
Oct 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 HFMRX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. HFMRX (4.3B). PMBJX pays higher dividends than HFMRX: PMBJX (0.06) vs HFMRX (0.00). HFMRX was incepted earlier than PMBJX: HFMRX (16 years) vs PMBJX (25 years). HFMRX (1.47) is less costly to investors than PMBJX (0.78). HFMRX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). HFMRX has a lower initial minimum investment than PMBJX: HFMRX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -3.03 vs. HFMRX (-5.07). PMBJX return over 5 years is better than : 34.98 vs. HFMRX (-18.19).
HFMRXPMBJXHFMRX / PMBJX
Total Expense Ratio1.470.78188%
Annual Report Gross Expense Ratio1.470.78188%
Fund Existence16 years25 years-
Gain YTD1.0182.30344%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.3B31.8B14%
Annual Yield % from dividends0.000.06-
Returns for 1 year-5.07-3.03167%
Returns for 3 years9.4048.6719%
Returns for 5 years-18.1934.98-52%
Returns for 10 years3.5198.614%
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