HFMSX
Price
$26.26
Change
-$0.44 (-1.65%)
Updated
Feb 4 closing price
Net Assets
3.64B
PMBPX
Price
$40.82
Change
+$0.41 (+1.01%)
Updated
Feb 4 closing price
Net Assets
29.77B
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HFMSX vs PMBPX

Header iconHFMSX vs PMBPX Comparison
Open Charts HFMSX vs PMBPXBanner chart's image
Hartford MidCap R4
Price$26.26
Change-$0.44 (-1.65%)
VolumeN/A
Net Assets3.64B
Principal MidCap R5
Price$40.82
Change+$0.41 (+1.01%)
VolumeN/A
Net Assets29.77B
HFMSX vs PMBPX Comparison Chart in %
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HFMSX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. HFMSX (3.64B). HFMSX (0.00) and PMBPX (0.00) have matching dividends . HFMSX was incepted earlier than PMBPX: HFMSX (17 years) vs PMBPX (25 years). HFMSX (1.17) is less costly to investors than PMBPX (0.83). HFMSX is a more actively managed with annual turnover of: 81.00 vs. PMBPX (13.70). HFMSX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -9.93 vs. HFMSX (-22.49). PMBPX return over 5 years is better than : 13.34 vs. HFMSX (-38.78).
HFMSXPMBPXHFMSX / PMBPX
Total Expense Ratio1.170.83141%
Annual Report Gross Expense Ratio1.170.83141%
Fund Existence17 years25 years-
Gain YTD-1.130-1.94658%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B29.8B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year-22.49-9.93227%
Returns for 3 years-17.2122.23-77%
Returns for 5 years-38.7813.34-291%
Returns for 10 years10.45121.629%
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