HMDYX
Price
$36.78
Change
+$0.07 (+0.19%)
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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HMDYX vs PMBPX

Header iconHMDYX vs PMBPX Comparison
Open Charts HMDYX vs PMBPXBanner chart's image
Hartford MidCap Y
Price$36.78
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets4.58B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
HMDYX vs PMBPX Comparison Chart in %
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HMDYX 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 HMDYX is a Hold and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. HMDYX (4.58B). PMBPX pays higher dividends than HMDYX: PMBPX (0.01) vs HMDYX (0.00). HMDYX was incepted earlier than PMBPX: HMDYX (28 years) vs PMBPX (25 years). HMDYX (0.86) and PMBPX (0.83) have similar cost to investors . HMDYX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than HMDYX: PMBPX (0) vs HMDYX (250000). PMBPX annual gain was more profitable for investors over the last year : 9.16 vs. HMDYX (7.17). PMBPX return over 5 years is better than : 47.38 vs. HMDYX (-3.14).
HMDYXPMBPXHMDYX / PMBPX
Total Expense Ratio0.860.83104%
Annual Report Gross Expense Ratio0.860.83104%
Fund Existence28 years25 years-
Gain YTD5.7817.01882%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.58B33B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.179.1678%
Returns for 3 years12.6846.0428%
Returns for 5 years-3.1447.38-7%
Returns for 10 years23.91111.6321%
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