IYMIX
Price
$30.52
Change
+$0.44 (+1.46%)
Updated
Jul 3 closing price
Net Assets
5.02B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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IYMIX vs PMBMX

Header iconIYMIX vs PMBMX Comparison
Open Charts IYMIX vs PMBMXBanner chart's image
Macquarie Mid Cap Growth I
Price$30.52
Change+$0.44 (+1.46%)
VolumeN/A
Net Assets5.02B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
IYMIX vs PMBMX Comparison Chart in %
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IYMIX vs. PMBMX 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 IYMIX is a StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. IYMIX (5.02B). PMBMX pays higher dividends than IYMIX: PMBMX (0.02) vs IYMIX (0.00). IYMIX was incepted earlier than PMBMX: IYMIX (18 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than IYMIX (0.98). IYMIX is a more actively managed with annual turnover of: 27.00 vs. PMBMX (10.50). IYMIX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. IYMIX (-0.16). PMBMX return over 5 years is better than : 55.71 vs. IYMIX (-9.78).
IYMIXPMBMXIYMIX / PMBMX
Total Expense Ratio0.791.1469%
Annual Report Gross Expense Ratio0.981.1486%
Fund Existence18 years25 years-
Gain YTD4.0226.85459%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.02B32.3B16%
Annual Yield % from dividends0.000.02-
Returns for 1 year-0.1614.80-1%
Returns for 3 years6.4950.1913%
Returns for 5 years-9.7855.71-18%
Returns for 10 years24.6294.7426%
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