MSMFX
Price
$16.14
Change
-$0.06 (-0.37%)
Updated
Oct 17 closing price
Net Assets
1.2B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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MSMFX vs PMBJX

Header iconMSMFX vs PMBJX Comparison
Open Charts MSMFX vs PMBJXBanner chart's image
Morgan Stanley Inst Discovery C
Price$16.14
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets1.2B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
MSMFX vs PMBJX Comparison Chart in %
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MSMFX vs. PMBJX commentary
Oct 19, 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 MSMFX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. MSMFX (1.2B). PMBJX pays higher dividends than MSMFX: PMBJX (0.06) vs MSMFX (0.00). MSMFX was incepted earlier than PMBJX: MSMFX (8 years) vs PMBJX (25 years). MSMFX (1.80) is less costly to investors than PMBJX (0.78). MSMFX is a more actively managed with annual turnover of: 46.00 vs. PMBJX (10.50). MSMFX (1000) and PMBJX (1000) have matching initial minimum investment requirements. MSMFX annual gain was more profitable for investors over the last year : 46.21 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. MSMFX (-48.62).
MSMFXPMBJXMSMFX / PMBJX
Total Expense Ratio1.800.78231%
Annual Report Gross Expense Ratio1.800.78231%
Fund Existence8 years25 years-
Gain YTD23.2882.3031,011%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.2B31.8B4%
Annual Yield % from dividends0.000.06-
Returns for 1 year46.21-3.03-1,526%
Returns for 3 years115.4348.67237%
Returns for 5 years-48.6234.98-139%
Returns for 10 yearsN/A98.61-
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