HFMSX
Price
$32.35
Change
+$0.22 (+0.68%)
Updated
Dec 3 closing price
Net Assets
4.1B
PMBJX
Price
$41.70
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
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HFMSX vs PMBJX

Header iconHFMSX vs PMBJX Comparison
Open Charts HFMSX vs PMBJXBanner chart's image
Hartford MidCap R4
Price$32.35
Change+$0.22 (+0.68%)
VolumeN/A
Net Assets4.1B
Principal MidCap J
Price$41.70
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
HFMSX vs PMBJX Comparison Chart in %
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HFMSX vs. PMBJX commentary
Dec 04, 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 HFMSX is a Buy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.6B vs. HFMSX (4.1B). PMBJX pays higher dividends than HFMSX: PMBJX (0.06) vs HFMSX (0.00). HFMSX was incepted earlier than PMBJX: HFMSX (17 years) vs PMBJX (25 years). HFMSX (1.17) is less costly to investors than PMBJX (0.78). HFMSX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). HFMSX has a lower initial minimum investment than PMBJX: HFMSX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -8.04 vs. HFMSX (-11.45). PMBJX return over 5 years is better than : 26.06 vs. HFMSX (-23.73).
HFMSXPMBJXHFMSX / PMBJX
Total Expense Ratio1.170.78150%
Annual Report Gross Expense Ratio1.170.78150%
Fund Existence17 years25 years-
Gain YTD0.0001.813-
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.1B31.6B13%
Annual Yield % from dividends0.000.06-
Returns for 1 year-11.45-8.04142%
Returns for 3 years-0.5631.65-2%
Returns for 5 years-23.7326.06-91%
Returns for 10 years7.5693.018%
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