HFMSX
Price
$27.08
Change
+$0.07 (+0.26%)
Updated
Dec 24 closing price
Net Assets
3.91B
PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.16B
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HFMSX vs PMBPX

Header iconHFMSX vs PMBPX Comparison
Open Charts HFMSX vs PMBPXBanner chart's image
Hartford MidCap R4
Price$27.08
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets3.91B
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.16B
HFMSX vs PMBPX Comparison Chart in %
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HFMSX vs. PMBPX commentary
Dec 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. HFMSX (3.91B). PMBPX pays higher dividends than HFMSX: PMBPX (0.01) vs HFMSX (0.00). 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: 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 : -4.57 vs. HFMSX (-17.96). PMBPX return over 5 years is better than : 20.33 vs. HFMSX (-33.93).
HFMSXPMBPXHFMSX / PMBPX
Total Expense Ratio1.170.83141%
Annual Report Gross Expense Ratio1.170.83141%
Fund Existence17 years25 years-
Gain YTD-15.639-2.600601%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets3.91B31.2B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year-17.96-4.57393%
Returns for 3 years-4.5838.89-12%
Returns for 5 years-33.9320.33-167%
Returns for 10 years0.52105.530%
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