MACGX
Price
$17.81
Change
+$0.19 (+1.08%)
Updated
Jul 3 closing price
Net Assets
1.23B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$17.81
Change+$0.19 (+1.08%)
VolumeN/A
Net Assets1.23B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
MACGX vs PMBMX Comparison Chart in %
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MACGX 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 MACGX is a Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. MACGX (1.23B). PMBMX pays higher dividends than MACGX: PMBMX (0.02) vs MACGX (0.00). MACGX was incepted earlier than PMBMX: MACGX (28 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: 51.00 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 : 72.74 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. MACGX (-28.65).
MACGXPMBMXMACGX / PMBMX
Total Expense Ratio1.021.1489%
Annual Report Gross Expense Ratio1.021.1489%
Fund Existence28 years25 years-
Gain YTD22.0706.854322%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B32.3B4%
Annual Yield % from dividends0.000.02-
Returns for 1 year72.7414.80491%
Returns for 3 years114.5850.19228%
Returns for 5 years-28.6555.71-51%
Returns for 10 years-53.1494.74-56%
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