MSMFX
Price
$15.97
Change
+$0.16 (+1.01%)
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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MSMFX vs PMBMX

Header iconMSMFX vs PMBMX Comparison
Open Charts MSMFX vs PMBMXBanner chart's image
Morgan Stanley Inst Discovery C
Price$15.97
Change+$0.16 (+1.01%)
VolumeN/A
Net Assets1.23B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
MSMFX vs PMBMX Comparison Chart in %
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MSMFX 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 MSMFX is a Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. MSMFX (1.23B). PMBMX pays higher dividends than MSMFX: PMBMX (0.02) vs MSMFX (0.00). MSMFX was incepted earlier than PMBMX: MSMFX (8 years) vs PMBMX (25 years). MSMFX (1.80) is less costly to investors than PMBMX (1.14). MSMFX is a more actively managed with annual turnover of: 51.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than MSMFX: PMBMX (0) vs MSMFX (1000). MSMFX annual gain was more profitable for investors over the last year : 71.35 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. MSMFX (-33.49).
MSMFXPMBMXMSMFX / PMBMX
Total Expense Ratio1.801.14158%
Annual Report Gross Expense Ratio1.801.14158%
Fund Existence8 years25 years-
Gain YTD21.5376.854314%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B32.3B4%
Annual Yield % from dividends0.000.02-
Returns for 1 year71.3514.80482%
Returns for 3 years109.5850.19218%
Returns for 5 years-33.4955.71-60%
Returns for 10 yearsN/A94.74-
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