IMIDX
Price
$22.93
Change
+$0.26 (+1.15%)
Updated
Jul 25 closing price
Net Assets
741.41M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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IMIDX vs PMBPX

Header iconIMIDX vs PMBPX Comparison
Open Charts IMIDX vs PMBPXBanner chart's image
Congress Mid Cap Growth Institutional
Price$22.93
Change+$0.26 (+1.15%)
VolumeN/A
Net Assets741.41M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
IMIDX vs PMBPX Comparison Chart in %
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IMIDX vs. PMBPX commentary
Jul 27, 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 IMIDX is a Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. IMIDX (741M). PMBPX pays higher dividends than IMIDX: PMBPX (0.01) vs IMIDX (0.00). IMIDX was incepted earlier than PMBPX: IMIDX (13 years) vs PMBPX (25 years). PMBPX (0.83) and IMIDX (0.80) have similar cost to investors . IMIDX is a more actively managed with annual turnover of: 49.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than IMIDX: PMBPX (0) vs IMIDX (100000). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. IMIDX (-8.57). PMBPX return over 5 years is better than : 56.25 vs. IMIDX (-1.55).
IMIDXPMBPXIMIDX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.800.8396%
Fund Existence13 years25 years-
Gain YTD0.9248.60611%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets741M33.2B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year-8.5713.61-63%
Returns for 3 years-6.9449.38-14%
Returns for 5 years-1.5556.25-3%
Returns for 10 years51.47107.2748%
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