HFMSX
Price
$32.34
Change
-$0.09 (-0.28%)
Updated
Nov 12 closing price
Net Assets
4.21B
PMBPX
Price
$44.73
Change
+$0.07 (+0.16%)
Updated
Nov 12 closing price
Net Assets
31.95B
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HFMSX vs PMBPX

Header iconHFMSX vs PMBPX Comparison
Open Charts HFMSX vs PMBPXBanner chart's image
Hartford MidCap R4
Price$32.34
Change-$0.09 (-0.28%)
VolumeN/A
Net Assets4.21B
Principal MidCap R5
Price$44.73
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.95B
HFMSX vs PMBPX Comparison Chart in %
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HFMSX vs. PMBPX commentary
Nov 14, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. HFMSX (4.21B). PMBPX pays higher dividends than HFMSX: PMBPX (0.01) vs HFMSX (0.00). HFMSX was incepted earlier than PMBPX: HFMSX (16 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: 51.00 vs. PMBPX (10.50). HFMSX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -4.82 vs. HFMSX (-7.92). PMBPX return over 5 years is better than : 31.53 vs. HFMSX (-20.22).
HFMSXPMBPXHFMSX / PMBPX
Total Expense Ratio1.170.83141%
Annual Report Gross Expense Ratio1.170.83141%
Fund Existence16 years25 years-
Gain YTD0.7482.92226%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.21B32B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year-7.92-4.82164%
Returns for 3 years1.6034.825%
Returns for 5 years-20.2231.53-64%
Returns for 10 years10.89106.9910%
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