HFMRX
Price
$29.28
Change
-$0.47 (-1.58%)
Updated
Jun 13 closing price
Net Assets
4.6B
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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HFMRX vs PMBMX

Header iconHFMRX vs PMBMX Comparison
Open Charts HFMRX vs PMBMXBanner chart's image
Hartford MidCap R3
Price$29.28
Change-$0.47 (-1.58%)
VolumeN/A
Net Assets4.6B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
HFMRX vs PMBMX Comparison Chart
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HFMRX vs. PMBMX commentary
Jun 15, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. HFMRX (4.6B). PMBMX pays higher dividends than HFMRX: PMBMX (0.02) vs HFMRX (0.00). HFMRX was incepted earlier than PMBMX: HFMRX (16 years) vs PMBMX (25 years). HFMRX (1.47) is less costly to investors than PMBMX (1.14). HFMRX is a more actively managed with annual turnover of: 51.00 vs. PMBMX (10.50). HFMRX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. HFMRX (-0.34). PMBMX return over 5 years is better than : 50.58 vs. HFMRX (-7.92).
HFMRXPMBMXHFMRX / PMBMX
Total Expense Ratio1.471.14129%
Annual Report Gross Expense Ratio1.471.14129%
Fund Existence16 years25 years-
Gain YTD-0.6781.787-38%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.6B30.6B15%
Annual Yield % from dividends0.000.02-
Returns for 1 year-0.349.71-4%
Returns for 3 years5.6747.3812%
Returns for 5 years-7.9250.58-16%
Returns for 10 years-1.1883.54-1%
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