HMDFX
Price
$28.18
Change
-$0.04 (-0.14%)
Updated
Aug 15 closing price
Net Assets
4.53B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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HMDFX vs PMBPX

Header iconHMDFX vs PMBPX Comparison
Open Charts HMDFX vs PMBPXBanner chart's image
Hartford MidCap F
Price$28.18
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets4.53B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
HMDFX vs PMBPX Comparison Chart in %
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HMDFX vs. PMBPX commentary
Aug 18, 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 Hold and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. HMDFX (4.53B). PMBPX pays higher dividends than HMDFX: PMBPX (0.01) vs HMDFX (0.00). HMDFX was incepted earlier than PMBPX: HMDFX (8 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than HMDFX (0.76). HMDFX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than HMDFX: PMBPX (0) vs HMDFX (1000000). PMBPX annual gain was more profitable for investors over the last year : 9.12 vs. HMDFX (3.11). PMBPX return over 5 years is better than : 45.20 vs. HMDFX (-13.74).
HMDFXPMBPXHMDFX / PMBPX
Total Expense Ratio0.760.8392%
Annual Report Gross Expense Ratio0.760.8392%
Fund Existence8 years25 years-
Gain YTD3.4515.79860%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.53B32.5B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.119.1234%
Returns for 3 years-4.8330.75-16%
Returns for 5 years-13.7445.20-30%
Returns for 10 yearsN/A96.67-
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