HFMSX
Price
$26.26
Change
-$0.44 (-1.65%)
Updated
Feb 4 closing price
Net Assets
3.64B
PMBJX
Price
$38.19
Change
+$0.39 (+1.03%)
Updated
Feb 4 closing price
Net Assets
29.77B
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HFMSX vs PMBJX

Header iconHFMSX vs PMBJX Comparison
Open Charts HFMSX vs PMBJXBanner chart's image
Hartford MidCap R4
Price$26.26
Change-$0.44 (-1.65%)
VolumeN/A
Net Assets3.64B
Principal MidCap J
Price$38.19
Change+$0.39 (+1.03%)
VolumeN/A
Net Assets29.77B
HFMSX vs PMBJX Comparison Chart in %
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HFMSX vs. PMBJX commentary
Feb 05, 2026

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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. HFMSX (3.64B). HFMSX (0.00) and PMBJX (0.00) have matching dividends . 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: 81.00 vs. PMBJX (13.70). 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 : -10.27 vs. HFMSX (-22.49). PMBJX return over 5 years is better than : 12.03 vs. HFMSX (-38.78).
HFMSXPMBJXHFMSX / PMBJX
Total Expense Ratio1.170.78150%
Annual Report Gross Expense Ratio1.170.78150%
Fund Existence17 years25 years-
Gain YTD-1.130-1.95158%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B29.8B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year-22.49-10.27219%
Returns for 3 years-17.2121.50-80%
Returns for 5 years-38.7812.03-322%
Returns for 10 years10.45117.039%
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