MACGX
Price
$17.98
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
1.23B
PMBMX
Price
$43.13
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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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$17.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.23B
Principal MidCap R3
Price$43.13
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
MACGX vs PMBMX Comparison Chart in %
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MACGX vs. PMBMX commentary
Aug 18, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.5B vs. MACGX (1.23B). 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 : 71.08 vs. PMBMX (8.56). PMBMX return over 5 years is better than : 41.63 vs. MACGX (-31.97).
MACGXPMBMXMACGX / PMBMX
Total Expense Ratio1.021.1489%
Annual Report Gross Expense Ratio1.021.1489%
Fund Existence29 years25 years-
Gain YTD23.2355.581416%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B32.5B4%
Annual Yield % from dividends0.000.02-
Returns for 1 year71.088.56831%
Returns for 3 years66.0228.85229%
Returns for 5 years-31.9741.63-77%
Returns for 10 years-52.1287.32-60%
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