MCPRX
Price
$28.25
Change
+$0.22 (+0.78%)
Updated
Jul 25 closing price
Net Assets
15.1B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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MCPRX vs PMBMX

Header iconMCPRX vs PMBMX Comparison
Open Charts MCPRX vs PMBMXBanner chart's image
MFS Mid Cap Growth R2
Price$28.25
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets15.1B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
MCPRX vs PMBMX Comparison Chart in %
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MCPRX vs. PMBMX commentary
Jul 27, 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 MCPRX is a Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. MCPRX (15.1B). PMBMX pays higher dividends than MCPRX: PMBMX (0.02) vs MCPRX (0.00). MCPRX was incepted earlier than PMBMX: MCPRX (22 years) vs PMBMX (25 years). MCPRX (1.29) is less costly to investors than PMBMX (1.14). MCPRX is a more actively managed with annual turnover of: 35.00 vs. PMBMX (10.50). MCPRX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. MCPRX (7.54). PMBMX return over 5 years is better than : 52.44 vs. MCPRX (30.42).
MCPRXPMBMXMCPRX / PMBMX
Total Expense Ratio1.281.14112%
Annual Report Gross Expense Ratio1.291.14113%
Fund Existence22 years25 years-
Gain YTD8.2388.42198%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.1B33.2B45%
Annual Yield % from dividends0.000.02-
Returns for 1 year7.5413.0458%
Returns for 3 years34.9747.2774%
Returns for 5 years30.4252.4458%
Returns for 10 years97.9797.42101%
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