PHPPX
Price
$13.31
Change
-$0.00 (-0.00%)
Updated
Jul 28 closing price
Net Assets
200.92M
PMBPX
Price
$46.97
Change
-$0.23 (-0.49%)
Updated
Jul 28 closing price
Net Assets
33.21B
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PHPPX vs PMBPX

Header iconPHPPX vs PMBPX Comparison
Open Charts PHPPX vs PMBPXBanner chart's image
Principal MidCap Growth R5
Price$13.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets200.92M
Principal MidCap R5
Price$46.97
Change-$0.23 (-0.49%)
VolumeN/A
Net Assets33.21B
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.

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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).
PHPPXPMBPXPHPPX / PMBPX
Total Expense Ratio0.930.83112%
Annual Report Gross Expense Ratio0.930.83112%
Fund Existence25 years25 years-
Gain YTD10.0008.076124%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets201M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year31.9111.21285%
Returns for 3 years37.0840.4792%
Returns for 5 years23.0152.8644%
Returns for 10 years66.60102.9865%
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