PHPPX
Price
$13.31
Change
-$0.00 (-0.00%)
Updated
Jul 28 closing price
Net Assets
200.92M
PMBMX
Price
$44.07
Change
-$0.22 (-0.50%)
Updated
Jul 28 closing price
Net Assets
33.21B
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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$13.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets200.92M
Principal MidCap R3
Price$44.07
Change-$0.22 (-0.50%)
VolumeN/A
Net Assets33.21B
PHPPX vs PMBMX Comparison Chart in %
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PHPPX vs. PMBMX commentary
Jul 29, 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: 33.2B vs. PHPPX (201M). 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 : 31.91 vs. PMBMX (10.64). PMBMX return over 5 years is better than : 49.12 vs. PHPPX (23.01).
PHPPXPMBMXPHPPX / PMBMX
Total Expense Ratio0.931.1482%
Annual Report Gross Expense Ratio0.931.1482%
Fund Existence25 years25 years-
Gain YTD10.0007.883127%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets201M33.2B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year31.9110.64300%
Returns for 3 years37.0838.4996%
Returns for 5 years23.0149.1247%
Returns for 10 years66.6093.3371%
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