HMDFX
Price
$28.83
Change
+$0.05 (+0.17%)
Updated
Sep 5 closing price
Net Assets
4.58B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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HMDFX vs PMBPX

Header iconHMDFX vs PMBPX Comparison
Open Charts HMDFX vs PMBPXBanner chart's image
Hartford MidCap F
Price$28.83
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets4.58B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
HMDFX vs PMBPX Comparison Chart in %
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HMDFX vs. PMBPX commentary
Sep 08, 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: 33B vs. HMDFX (4.58B). PMBPX pays higher dividends than HMDFX: PMBPX (0.01) vs HMDFX (0.00). HMDFX was incepted earlier than PMBPX: HMDFX (9 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 : 9.16 vs. HMDFX (6.03). PMBPX return over 5 years is better than : 47.38 vs. HMDFX (-9.61).
HMDFXPMBPXHMDFX / PMBPX
Total Expense Ratio0.760.8392%
Annual Report Gross Expense Ratio0.760.8392%
Fund Existence9 years25 years-
Gain YTD5.8377.01883%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.58B33B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.039.1666%
Returns for 3 years9.2546.0420%
Returns for 5 years-9.6147.38-20%
Returns for 10 yearsN/A111.63-
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