IMIDX
Price
$22.67
Change
+$0.24 (+1.07%)
Updated
Jul 3 closing price
Net Assets
752.81M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$22.67
Change+$0.24 (+1.07%)
VolumeN/A
Net Assets752.81M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
IMIDX vs PMBPX Comparison Chart in %
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IMIDX vs. PMBPX commentary
Jul 07, 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: 32.3B vs. IMIDX (753M). 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 : 15.41 vs. IMIDX (-10.22). PMBPX return over 5 years is better than : 59.60 vs. IMIDX (0.76).
IMIDXPMBPXIMIDX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.800.8396%
Fund Existence13 years25 years-
Gain YTD-0.2207.041-3%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets753M32.3B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year-10.2215.41-66%
Returns for 3 years-3.7452.39-7%
Returns for 5 years0.7659.601%
Returns for 10 years49.66104.4648%
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