HMDFX
Price
$28.30
Change
+$0.31 (+1.11%)
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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HMDFX vs PMBJX

Header iconHMDFX vs PMBJX Comparison
Open Charts HMDFX vs PMBJXBanner chart's image
Hartford MidCap F
Price$28.30
Change+$0.31 (+1.11%)
VolumeN/A
Net Assets4.67B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
HMDFX vs PMBJX Comparison Chart in %
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HMDFX 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 HMDFX is a StrongBuy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. HMDFX (4.67B). PMBJX pays higher dividends than HMDFX: PMBJX (0.06) vs HMDFX (0.00). HMDFX was incepted earlier than PMBJX: HMDFX (8 years) vs PMBJX (24 years). PMBJX (0.78) and HMDFX (0.76) have similar cost to investors . HMDFX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than HMDFX: PMBJX (1000) vs HMDFX (1000000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. HMDFX (3.32). PMBJX return over 5 years is better than : 58.39 vs. HMDFX (-5.79).
HMDFXPMBJXHMDFX / PMBJX
Total Expense Ratio0.760.7897%
Annual Report Gross Expense Ratio0.760.7897%
Fund Existence8 years24 years-
Gain YTD3.8917.05755%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.67B32.3B14%
Annual Yield % from dividends0.000.06-
Returns for 1 year3.3215.2622%
Returns for 3 years9.2251.7918%
Returns for 5 years-5.7958.39-10%
Returns for 10 yearsN/A100.46-
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