HFMTX
Price
$35.82
Change
+$0.39 (+1.10%)
Updated
Jul 25 closing price
Net Assets
4.65B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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HFMTX vs PMBPX

Header iconHFMTX vs PMBPX Comparison
Open Charts HFMTX vs PMBPXBanner chart's image
Hartford MidCap R5
Price$35.82
Change+$0.39 (+1.10%)
VolumeN/A
Net Assets4.65B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
HFMTX vs PMBPX Comparison Chart in %
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HFMTX vs. PMBPX commentary
Jul 28, 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 StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. HFMTX (4.65B). 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 : 13.61 vs. HFMTX (6.67). PMBPX return over 5 years is better than : 56.25 vs. HFMTX (-2.53).
HFMTXPMBPXHFMTX / PMBPX
Total Expense Ratio0.870.83105%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence16 years25 years-
Gain YTD4.7678.60655%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.65B33.2B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.6713.6149%
Returns for 3 years9.3149.3819%
Returns for 5 years-2.5356.25-4%
Returns for 10 years18.37107.2717%
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