HFMRX
Price
$30.36
Change
-$0.05 (-0.16%)
Updated
Aug 15 closing price
Net Assets
4.53B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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HFMRX vs PMBPX

Header iconHFMRX vs PMBPX Comparison
Open Charts HFMRX vs PMBPXBanner chart's image
Hartford MidCap R3
Price$30.36
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets4.53B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
HFMRX vs PMBPX Comparison Chart in %
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HFMRX 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 HFMRX is a Hold and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. HFMRX (4.53B). PMBPX pays higher dividends than HFMRX: PMBPX (0.01) vs HFMRX (0.00). HFMRX was incepted earlier than PMBPX: HFMRX (16 years) vs PMBPX (25 years). HFMRX (1.47) is less costly to investors than PMBPX (0.83). HFMRX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). HFMRX (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. HFMRX (2.78). PMBPX return over 5 years is better than : 45.20 vs. HFMRX (-14.33).
HFMRXPMBPXHFMRX / PMBPX
Total Expense Ratio1.470.83177%
Annual Report Gross Expense Ratio1.470.83177%
Fund Existence16 years25 years-
Gain YTD2.9855.79851%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.53B32.5B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.789.1230%
Returns for 3 years-5.6630.75-18%
Returns for 5 years-14.3345.20-32%
Returns for 10 years0.8396.671%
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