HFMRX
Price
$30.52
Change
+$0.33 (+1.09%)
Updated
Jul 3 closing price
Net Assets
4.67B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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HFMRX vs PMBJX

Header iconHFMRX vs PMBJX Comparison
Open Charts HFMRX vs PMBJXBanner chart's image
Hartford MidCap R3
Price$30.52
Change+$0.33 (+1.09%)
VolumeN/A
Net Assets4.67B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
HFMRX vs PMBJX Comparison Chart in %
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HFMRX vs. PMBJX 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 HFMRX is a StrongBuy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. HFMRX (4.67B). PMBJX pays higher dividends than HFMRX: PMBJX (0.06) vs HFMRX (0.00). HFMRX was incepted earlier than PMBJX: HFMRX (16 years) vs PMBJX (24 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 : 15.26 vs. HFMRX (3.04). PMBJX return over 5 years is better than : 58.39 vs. HFMRX (-6.41).
HFMRXPMBJXHFMRX / PMBJX
Total Expense Ratio1.470.78188%
Annual Report Gross Expense Ratio1.470.78188%
Fund Existence16 years24 years-
Gain YTD3.5287.05750%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.67B32.3B14%
Annual Yield % from dividends0.000.06-
Returns for 1 year3.0415.2620%
Returns for 3 years8.3051.7916%
Returns for 5 years-6.4158.39-11%
Returns for 10 years4.66100.465%
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