MACGX
Price
$17.16
Change
+$0.45 (+2.69%)
Updated
Dec 3 closing price
Net Assets
947.15M
PMBMX
Price
$41.60
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
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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$17.16
Change+$0.45 (+2.69%)
VolumeN/A
Net Assets947.15M
Principal MidCap R3
Price$41.60
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
MACGX vs PMBMX Comparison Chart in %
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MACGX vs. PMBMX commentary
Dec 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.6B vs. MACGX (947M). 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 : 6.21 vs. PMBMX (-8.38). PMBMX return over 5 years is better than : 23.98 vs. MACGX (-52.64).
MACGXPMBMXMACGX / PMBMX
Total Expense Ratio1.021.1489%
Annual Report Gross Expense Ratio1.021.1489%
Fund Existence29 years25 years-
Gain YTD12.4741.469849%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets947M31.6B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year6.21-8.38-74%
Returns for 3 years106.4230.25352%
Returns for 5 years-52.6423.98-220%
Returns for 10 years-53.3987.43-61%
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