HFMTX
Price
$33.55
Change
-$0.98 (-2.84%)
Updated
Nov 13 closing price
Net Assets
4.21B
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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HFMTX vs PMBPX

Header iconHFMTX vs PMBPX Comparison
Open Charts HFMTX vs PMBPXBanner chart's image
Hartford MidCap R5
Price$33.55
Change-$0.98 (-2.84%)
VolumeN/A
Net Assets4.21B
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
HFMTX vs PMBPX Comparison Chart in %
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HFMTX 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 HFMTX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. HFMTX (4.21B). 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 : -4.82 vs. HFMTX (-9.71). PMBPX return over 5 years is better than : 31.53 vs. HFMTX (-20.08).
HFMTXPMBPXHFMTX / PMBPX
Total Expense Ratio0.870.83105%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence16 years25 years-
Gain YTD-1.8722.922-64%
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-9.71-4.82201%
Returns for 3 years1.5434.824%
Returns for 5 years-20.0831.53-64%
Returns for 10 years12.08106.9911%
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