HMDCX
Price
$26.18
Change
+$0.28 (+1.08%)
Updated
Jul 3 closing price
Net Assets
4.67B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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HMDCX vs PMBJX

Header iconHMDCX vs PMBJX Comparison
Open Charts HMDCX vs PMBJXBanner chart's image
Hartford MidCap C
Price$26.18
Change+$0.28 (+1.08%)
VolumeN/A
Net Assets4.67B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
HMDCX vs PMBJX Comparison Chart in %
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HMDCX vs. PMBJX commentary
Jul 07, 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 HMDCX is a StrongBuy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. HMDCX (4.67B). PMBJX pays higher dividends than HMDCX: PMBJX (0.06) vs HMDCX (0.00). HMDCX was incepted earlier than PMBJX: HMDCX (27 years) vs PMBJX (24 years). HMDCX (1.89) is less costly to investors than PMBJX (0.78). HMDCX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than HMDCX: PMBJX (1000) vs HMDCX (2000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. HMDCX (1.71). PMBJX return over 5 years is better than : 58.39 vs. HMDCX (-32.14).
HMDCXPMBJXHMDCX / PMBJX
Total Expense Ratio1.890.78242%
Annual Report Gross Expense Ratio1.890.78242%
Fund Existence27 years24 years-
Gain YTD3.2747.05746%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets4.67B32.3B14%
Annual Yield % from dividends0.000.06-
Returns for 1 year1.7115.2611%
Returns for 3 years-5.6251.79-11%
Returns for 5 years-32.1458.39-55%
Returns for 10 years-36.78100.46-37%
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