HMDYX
Price
$34.11
Change
-$1.01 (-2.88%)
Updated
Nov 13 closing price
Net Assets
4.21B
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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HMDYX vs PMBPX

Header iconHMDYX vs PMBPX Comparison
Open Charts HMDYX vs PMBPXBanner chart's image
Hartford MidCap Y
Price$34.11
Change-$1.01 (-2.88%)
VolumeN/A
Net Assets4.21B
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
HMDYX vs PMBPX Comparison Chart in %
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HMDYX vs. PMBPX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. HMDYX (4.21B). 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 : -4.82 vs. HMDYX (-7.31). PMBPX return over 5 years is better than : 31.53 vs. HMDYX (-17.28).
HMDYXPMBPXHMDYX / PMBPX
Total Expense Ratio0.860.83104%
Annual Report Gross Expense Ratio0.860.83104%
Fund Existence28 years25 years-
Gain YTD1.0072.92234%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.21B32B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year-7.31-4.82152%
Returns for 3 years3.4834.8210%
Returns for 5 years-17.2831.53-55%
Returns for 10 years18.32106.9917%
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