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PFPPX vs PMBMX
PFPPX vs PMBMX Comparison
Open Charts PFPPX vs PMBMX
Principal MidCap Growth R3
Price$10.84
Change+$0.17 (+1.59%)
VolumeN/A
Net Assets197.48M
PFPPX vs PMBMX Comparison Chart in %
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PFPPX 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 PFPPX is a Buy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. PFPPX (197M). 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 : 22.62 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. PFPPX (19.78).
| 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 | 6.170 | 6.854 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 32.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 22.62 | 14.80 | 153% |
| Returns for 3 years | 43.77 | 50.19 | 87% |
| Returns for 5 years | 19.78 | 55.71 | 36% |
| Returns for 10 years | 49.72 | 94.74 | 52% |
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