MACGX
Price
$17.16
Change
+$0.45 (+2.69%)
Updated
Dec 3 closing price
Net Assets
947.15M
PMBPX
Price
$44.40
Change
+$0.35 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
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MACGX vs PMBPX

Header iconMACGX vs PMBPX Comparison
Open Charts MACGX vs PMBPXBanner chart's image
Morgan Stanley Inst Discovery A
Price$17.16
Change+$0.45 (+2.69%)
VolumeN/A
Net Assets947.15M
Principal MidCap R5
Price$44.40
Change+$0.35 (+0.79%)
VolumeN/A
Net Assets31.57B
MACGX vs PMBPX Comparison Chart in %
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MACGX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. MACGX (947M). PMBPX pays higher dividends than MACGX: PMBPX (0.01) vs MACGX (0.00). MACGX was incepted earlier than PMBPX: MACGX (29 years) vs PMBPX (25 years). MACGX (1.02) is less costly to investors than PMBPX (0.83). MACGX is a more actively managed with annual turnover of: 46.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than MACGX: PMBPX (0) vs MACGX (1000). MACGX annual gain was more profitable for investors over the last year : 6.21 vs. PMBPX (-7.88). PMBPX return over 5 years is better than : 27.10 vs. MACGX (-52.64).
MACGXPMBPXMACGX / PMBPX
Total Expense Ratio1.020.83123%
Annual Report Gross Expense Ratio1.020.83123%
Fund Existence29 years25 years-
Gain YTD12.4741.795695%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets947M31.6B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.21-7.88-79%
Returns for 3 years106.4232.15331%
Returns for 5 years-52.6427.10-194%
Returns for 10 years-53.3996.85-55%
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