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PHPPX vs PMBPX
PHPPX vs PMBPX Comparison
Open Charts PHPPX vs PMBPX
Principal MidCap Growth R5
Price$13.36
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets196.48M
PHPPX vs PMBPX Comparison Chart in %
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PHPPX vs. PMBPX commentary
Sep 09, 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: 33.4B vs. PHPPX (196M). 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 : 30.75 vs. PMBPX (9.16). PMBPX return over 5 years is better than : 47.38 vs. PHPPX (21.77).
| 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 | 7.018 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 33.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 30.75 | 9.16 | 336% |
| Returns for 3 years | 44.05 | 46.04 | 96% |
| Returns for 5 years | 21.77 | 47.38 | 46% |
| Returns for 10 years | 75.37 | 111.63 | 68% |
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