HMDYX
Price
$29.72
Change
-$0.65 (-2.14%)
Updated
Dec 12 closing price
Net Assets
3.3B
PMBMX
Price
$39.17
Change
-$0.19 (-0.48%)
Updated
Dec 12 closing price
Net Assets
29.83B
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HMDYX vs PMBMX

Header iconHMDYX vs PMBMX Comparison
Open Charts HMDYX vs PMBMXBanner chart's image
Hartford MidCap Y
Price$29.72
Change-$0.65 (-2.14%)
VolumeN/A
Net Assets3.3B
Principal MidCap R3
Price$39.17
Change-$0.19 (-0.48%)
VolumeN/A
Net Assets29.83B
HMDYX vs PMBMX Comparison Chart in %
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HMDYX vs. PMBMX commentary
Dec 13, 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 HMDYX is a Hold and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. HMDYX (3.3B). PMBMX pays higher dividends than HMDYX: PMBMX (0.02) vs HMDYX (0.00). HMDYX was incepted earlier than PMBMX: HMDYX (28 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than HMDYX (0.86). HMDYX is a more actively managed with annual turnover of: 51.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than HMDYX: PMBMX (0) vs HMDYX (250000). PMBMX annual gain was more profitable for investors over the last year : -11.67 vs. HMDYX (-18.07). PMBMX return over 5 years is better than : 18.62 vs. HMDYX (-26.20).
HMDYXPMBMXHMDYX / PMBMX
Total Expense Ratio0.861.1475%
Annual Report Gross Expense Ratio0.861.1475%
Fund Existence28 years25 years-
Gain YTD-12.655-3.647347%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.3B29.8B11%
Annual Yield % from dividends0.000.02-
Returns for 1 year-18.07-11.67155%
Returns for 3 years-2.8826.96-11%
Returns for 5 years-26.2018.62-141%
Returns for 10 years12.5786.1415%
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