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PFPPX vs PMBMX
PFPPX vs PMBMX Comparison
Open Charts PFPPX vs PMBMX
Principal MidCap Growth R3
Price$11.20
Change+$0.11 (+0.99%)
VolumeN/A
Net Assets200.92M
PFPPX vs PMBMX Comparison Chart in %
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PFPPX 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 PFPPX is a Buy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. PFPPX (201M). PMBMX pays higher dividends than PFPPX: PMBMX (0.02) vs PFPPX (0.00). PFPPX was incepted earlier than PMBMX: PFPPX (25 years) vs PMBMX (25 years). PFPPX (1.24) is less costly to investors than PMBMX (1.14). PFPPX is a more actively managed with annual turnover of: 149.50 vs. PMBMX (10.50). PFPPX (0) and PMBMX (0) have matching initial minimum investment requirements. PFPPX annual gain was more profitable for investors over the last year : 31.46 vs. PMBMX (13.04). PMBMX return over 5 years is better than : 52.44 vs. PFPPX (20.69).
| PFPPX | PMBMX | PFPPX / PMBMX | |
| Total Expense Ratio | 1.24 | 1.14 | 109% |
| Annual Report Gross Expense Ratio | 1.24 | 1.14 | 109% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 9.696 | 8.421 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 33.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 31.46 | 13.04 | 241% |
| Returns for 3 years | 43.59 | 47.27 | 92% |
| Returns for 5 years | 20.69 | 52.44 | 39% |
| Returns for 10 years | 53.42 | 97.42 | 55% |
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