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PHPPX vs PMBMX
PHPPX vs PMBMX Comparison
Open Charts PHPPX vs PMBMX
Principal MidCap Growth R5
Price$12.87
Change+$0.19 (+1.50%)
VolumeN/A
Net Assets197.48M
PHPPX vs PMBMX Comparison Chart in %
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PHPPX 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 PHPPX is a Buy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. PHPPX (197M). PMBMX pays higher dividends than PHPPX: PMBMX (0.02) vs PHPPX (0.00). PHPPX was incepted earlier than PMBMX: PHPPX (25 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than PHPPX (0.93). PHPPX is a more actively managed with annual turnover of: 149.50 vs. PMBMX (10.50). PHPPX (0) and PMBMX (0) have matching initial minimum investment requirements. PHPPX annual gain was more profitable for investors over the last year : 23.04 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. PHPPX (26.30).
| PHPPX | PMBMX | PHPPX / PMBMX | |
| Total Expense Ratio | 0.93 | 1.14 | 82% |
| Annual Report Gross Expense Ratio | 0.93 | 1.14 | 82% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 6.364 | 6.854 | 93% |
| 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 | 23.04 | 14.80 | 156% |
| Returns for 3 years | 44.93 | 50.19 | 90% |
| Returns for 5 years | 26.30 | 55.71 | 47% |
| Returns for 10 years | 64.38 | 94.74 | 68% |
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