HFMTX
Price
$34.05
Change
-$0.55 (-1.59%)
Updated
Jun 13 closing price
Net Assets
4.6B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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HFMTX vs PMBPX

Header iconHFMTX vs PMBPX Comparison
Open Charts HFMTX vs PMBPXBanner chart's image
Hartford MidCap R5
Price$34.05
Change-$0.55 (-1.59%)
VolumeN/A
Net Assets4.6B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
HFMTX vs PMBPX Comparison Chart
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HFMTX vs. PMBPX 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 HFMTX is a Hold and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. HFMTX (4.6B). PMBPX pays higher dividends than HFMTX: PMBPX (0.01) vs HFMTX (0.00). HFMTX was incepted earlier than PMBPX: HFMTX (16 years) vs PMBPX (25 years). HFMTX (0.87) and PMBPX (0.83) have similar cost to investors . HFMTX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). HFMTX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. HFMTX (0.98). PMBPX return over 5 years is better than : 54.31 vs. HFMTX (-1.28).
HFMTXPMBPXHFMTX / PMBPX
Total Expense Ratio0.870.83105%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence16 years25 years-
Gain YTD-0.4091.933-21%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.6B30.6B15%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.9810.2610%
Returns for 3 years9.6649.5220%
Returns for 5 years-1.2854.31-2%
Returns for 10 years11.2492.6812%
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