MACGX
Price
$16.77
Change
-$0.81 (-4.61%)
Updated
Nov 13 closing price
Net Assets
1.12B
PMBMX
Price
$41.26
Change
-$0.65 (-1.55%)
Updated
Nov 13 closing price
Net Assets
31.99B
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MACGX vs PMBMX

Header iconMACGX vs PMBMX Comparison
Open Charts MACGX vs PMBMXBanner chart's image
Morgan Stanley Inst Discovery A
Price$16.77
Change-$0.81 (-4.61%)
VolumeN/A
Net Assets1.12B
Principal MidCap R3
Price$41.26
Change-$0.65 (-1.55%)
VolumeN/A
Net Assets31.99B
MACGX vs PMBMX Comparison Chart in %
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MACGX vs. PMBMX 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 MACGX is a Hold and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32B vs. MACGX (1.13B). PMBMX pays higher dividends than MACGX: PMBMX (0.02) vs MACGX (0.00). MACGX was incepted earlier than PMBMX: MACGX (29 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than MACGX (1.02). MACGX is a more actively managed with annual turnover of: 46.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than MACGX: PMBMX (0) vs MACGX (1000). MACGX annual gain was more profitable for investors over the last year : 24.60 vs. PMBMX (-5.35). PMBMX return over 5 years is better than : 28.27 vs. MACGX (-43.34).
MACGXPMBMXMACGX / PMBMX
Total Expense Ratio1.021.1489%
Annual Report Gross Expense Ratio1.021.1489%
Fund Existence29 years25 years-
Gain YTD21.5222.595829%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.13B32B4%
Annual Yield % from dividends0.000.02-
Returns for 1 year24.60-5.35-460%
Returns for 3 years115.4332.82352%
Returns for 5 years-43.3428.27-153%
Returns for 10 years-47.8896.99-49%
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