HFMSX
Price
$32.35
Change
+$0.22 (+0.68%)
Updated
Dec 3 closing price
Net Assets
4.1B
PMBPX
Price
$44.40
Change
+$0.35 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
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HFMSX vs PMBPX

Header iconHFMSX vs PMBPX Comparison
Open Charts HFMSX vs PMBPXBanner chart's image
Hartford MidCap R4
Price$32.35
Change+$0.22 (+0.68%)
VolumeN/A
Net Assets4.1B
Principal MidCap R5
Price$44.40
Change+$0.35 (+0.79%)
VolumeN/A
Net Assets31.57B
HFMSX vs PMBPX Comparison Chart in %
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HFMSX vs. PMBPX commentary
Dec 04, 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 Buy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. HFMSX (4.1B). 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 : -7.88 vs. HFMSX (-11.45). PMBPX return over 5 years is better than : 27.10 vs. HFMSX (-23.73).
HFMSXPMBPXHFMSX / PMBPX
Total Expense Ratio1.170.83141%
Annual Report Gross Expense Ratio1.170.83141%
Fund Existence17 years25 years-
Gain YTD0.0001.795-
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.1B31.6B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year-11.45-7.88145%
Returns for 3 years-0.5632.15-2%
Returns for 5 years-23.7327.10-88%
Returns for 10 years7.5696.858%
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