HFMSX
Price
$31.92
Change
-$0.52 (-1.60%)
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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HFMSX vs PMBMX

Header iconHFMSX vs PMBMX Comparison
Open Charts HFMSX vs PMBMXBanner chart's image
Hartford MidCap R4
Price$31.92
Change-$0.52 (-1.60%)
VolumeN/A
Net Assets4.6B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
HFMSX vs PMBMX Comparison Chart
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HFMSX vs. PMBMX commentary
Jun 16, 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 Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. HFMSX (4.6B). PMBMX pays higher dividends than HFMSX: PMBMX (0.02) vs HFMSX (0.00). HFMSX was incepted earlier than PMBMX: HFMSX (16 years) vs PMBMX (25 years). HFMSX (1.17) and PMBMX (1.14) have similar cost to investors . HFMSX is a more actively managed with annual turnover of: 51.00 vs. PMBMX (10.50). HFMSX (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. HFMSX (0.38). PMBMX return over 5 years is better than : 50.58 vs. HFMSX (-4.27).
HFMSXPMBMXHFMSX / PMBMX
Total Expense Ratio1.171.14103%
Annual Report Gross Expense Ratio1.171.14103%
Fund Existence16 years25 years-
Gain YTD-0.5611.787-31%
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 year0.389.714%
Returns for 3 years7.8447.3817%
Returns for 5 years-4.2750.58-8%
Returns for 10 years5.4883.547%
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