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PHPPX vs PMBPX
PHPPX vs PMBPX Comparison
Open Charts PHPPX vs PMBPX
Principal MidCap Growth R5
Price$13.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets200.92M
PHPPX vs PMBPX Comparison Chart in %
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PHPPX vs. PMBPX 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. PHPPX (201M). PMBPX pays higher dividends than PHPPX: PMBPX (0.01) vs PHPPX (0.00). PHPPX was incepted earlier than PMBPX: PHPPX (25 years) vs PMBPX (25 years). PHPPX (0.93) is less costly to investors than PMBPX (0.83). PHPPX is a more actively managed with annual turnover of: 149.50 vs. PMBPX (10.50). PHPPX (0) and PMBPX (0) have matching initial minimum investment requirements. PHPPX annual gain was more profitable for investors over the last year : 31.91 vs. PMBPX (11.21). PMBPX return over 5 years is better than : 52.86 vs. PHPPX (23.01).
| PHPPX | PMBPX | PHPPX / PMBPX | |
| Total Expense Ratio | 0.93 | 0.83 | 112% |
| Annual Report Gross Expense Ratio | 0.93 | 0.83 | 112% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 10.000 | 8.076 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 33.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 31.91 | 11.21 | 285% |
| Returns for 3 years | 37.08 | 40.47 | 92% |
| Returns for 5 years | 23.01 | 52.86 | 44% |
| Returns for 10 years | 66.60 | 102.98 | 65% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CVSB | 50.80 | 0.02 | +0.03% |
| Calvert Ultra-Short Investment Grade ETF | |||
| HEJD | 27.18 | N/A | N/A |
| VictoryShares Hedged Equity Income ETF | |||
| LTPZ | 51.55 | -0.30 | -0.59% |
| PIMCO 15+ Year US TIPS ETF | |||
| SDEM | 27.52 | -0.27 | -0.98% |
| Global X MSCI SuperDividend® Em Mkts ETF | |||
| VSS | 135.34 | -1.77 | -1.29% |
| Vanguard FTSE All-Wld ex-US SmCp ETF | |||