MACGX
Price
$16.58
Change
-$0.28 (-1.66%)
Updated
Jun 13 closing price
Net Assets
1.13B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$16.58
Change-$0.28 (-1.66%)
VolumeN/A
Net Assets1.13B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
MACGX vs PMBPX Comparison Chart
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MACGX vs. PMBPX commentary
Jun 15, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. MACGX (1.13B). PMBPX pays higher dividends than MACGX: PMBPX (0.01) vs MACGX (0.00). MACGX was incepted earlier than PMBPX: MACGX (28 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: 51.00 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 : 63.51 vs. PMBPX (10.26). PMBPX return over 5 years is better than : 54.31 vs. MACGX (-22.41).
MACGXPMBPXMACGX / PMBPX
Total Expense Ratio1.020.83123%
Annual Report Gross Expense Ratio1.020.83123%
Fund Existence28 years25 years-
Gain YTD13.6391.933706%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.13B30.6B4%
Annual Yield % from dividends0.000.01-
Returns for 1 year63.5110.26619%
Returns for 3 years122.2549.52247%
Returns for 5 years-22.4154.31-41%
Returns for 10 years-57.4592.68-62%
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