PHPPX
Price
$12.87
Change
+$0.19 (+1.50%)
Updated
Jul 3 closing price
Net Assets
197.48M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

PHPPX vs PMBPX

Header iconPHPPX vs PMBPX Comparison
Open Charts PHPPX vs PMBPXBanner chart's image
Principal MidCap Growth R5
Price$12.87
Change+$0.19 (+1.50%)
VolumeN/A
Net Assets197.48M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
PHPPX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PHPPX vs. PMBPX 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 PMBPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. PHPPX (197M). 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 : 23.04 vs. PMBPX (15.41). PMBPX return over 5 years is better than : 59.60 vs. PHPPX (26.30).
PHPPXPMBPXPHPPX / PMBPX
Total Expense Ratio0.930.83112%
Annual Report Gross Expense Ratio0.930.83112%
Fund Existence25 years25 years-
Gain YTD6.3647.04190%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets197M32.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year23.0415.41149%
Returns for 3 years44.9352.3986%
Returns for 5 years26.3059.6044%
Returns for 10 years64.38104.4662%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
AGQ49.440.70
+1.44%
ProShares Ultra Silver
ZAP26.870.35
+1.34%
Global X U.S. Electrification ETF
FLC17.090.06
+0.35%
Flaherty & Crumrine Total Return Fund
FNDF40.500.07
+0.17%
Schwab Fundamental International Eq ETF
KTEC15.85-0.08
-0.50%
KraneShares Hang Seng TECH ETF