PHPPX
Price
$12.87
Change
+$0.19 (+1.50%)
Updated
Jul 3 closing price
Net Assets
197.48M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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PHPPX vs PMBMX

Header iconPHPPX vs PMBMX Comparison
Open Charts PHPPX vs PMBMXBanner chart's image
Principal MidCap Growth R5
Price$12.87
Change+$0.19 (+1.50%)
VolumeN/A
Net Assets197.48M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
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.

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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).
PHPPXPMBMXPHPPX / PMBMX
Total Expense Ratio0.931.1482%
Annual Report Gross Expense Ratio0.931.1482%
Fund Existence25 years25 years-
Gain YTD6.3646.85493%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets197M32.3B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year23.0414.80156%
Returns for 3 years44.9350.1990%
Returns for 5 years26.3055.7147%
Returns for 10 years64.3894.7468%
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