HMDYX
Price
$35.94
Change
-$0.06 (-0.17%)
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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HMDYX vs PMBPX

Header iconHMDYX vs PMBPX Comparison
Open Charts HMDYX vs PMBPXBanner chart's image
Hartford MidCap Y
Price$35.94
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets4.53B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
HMDYX vs PMBPX Comparison Chart in %
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HMDYX 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 HMDYX is a Hold and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. HMDYX (4.53B). 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 : 9.12 vs. HMDYX (4.20). PMBPX return over 5 years is better than : 45.20 vs. HMDYX (-7.60).
HMDYXPMBPXHMDYX / PMBPX
Total Expense Ratio0.860.83104%
Annual Report Gross Expense Ratio0.860.83104%
Fund Existence28 years25 years-
Gain YTD3.3655.79858%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.53B32.5B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.209.1246%
Returns for 3 years-1.8830.75-6%
Returns for 5 years-7.6045.20-17%
Returns for 10 years14.8596.6715%
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