PFPRX
Price
$60.56
Change
+$0.75 (+1.25%)
Updated
Jul 3 closing price
Net Assets
821.62M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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PFPRX vs PMBMX

Header iconPFPRX vs PMBMX Comparison
Open Charts PFPRX vs PMBMXBanner chart's image
Parnassus Mid Cap Growth Institutional
Price$60.56
Change+$0.75 (+1.25%)
VolumeN/A
Net Assets821.62M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
PFPRX vs PMBMX Comparison Chart in %
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PFPRX vs. PMBMX commentary
Jul 06, 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 PFPRX is a StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. PFPRX (822M). PMBMX pays higher dividends than PFPRX: PMBMX (0.02) vs PFPRX (0.00). PFPRX was incepted earlier than PMBMX: PFPRX (10 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than PFPRX (0.70). PFPRX is a more actively managed with annual turnover of: 41.45 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than PFPRX: PMBMX (0) vs PFPRX (100000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. PFPRX (3.50). PMBMX return over 5 years is better than : 55.71 vs. PFPRX (19.22).
PFPRXPMBMXPFPRX / PMBMX
Total Expense Ratio0.681.1460%
Annual Report Gross Expense Ratio0.701.1461%
Fund Existence10 years25 years-
Gain YTD4.6856.85468%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets822M32.3B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year3.5014.8024%
Returns for 3 years41.3350.1982%
Returns for 5 years19.2255.7135%
Returns for 10 years37.5794.7440%
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