PMBCX
Price
$31.83
Change
-$4.41 (-12.17%)
Updated
Feb 3 closing price
Net Assets
29.47B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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PMBCX vs PMBPX

Header iconPMBCX vs PMBPX Comparison
Open Charts PMBCX vs PMBPXBanner chart's image
Principal MidCap C
Price$31.83
Change-$4.41 (-12.17%)
VolumeN/A
Net Assets29.47B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
PMBCX vs PMBPX Comparison Chart in %
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PMBCX vs. PMBPX commentary
Feb 04, 2026

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 PMBCX is a Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX (30.3B) and PMBCX (29.5B) have equal amount of cash in the bank . PMBCX (0.00) and PMBPX (0.00) have matching dividends . PMBCX was incepted earlier than PMBPX: PMBCX (19 years) vs PMBPX (25 years). PMBCX (1.75) is less costly to investors than PMBPX (0.83). PMBCX (13.70) and PMBPX (13.70) have comparable annual turnover. PMBPX has a lower initial minimum investment than PMBCX: PMBPX (0) vs PMBCX (1000). PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. PMBCX (-13.29). PMBPX return over 5 years is better than : 12.76 vs. PMBCX (2.81).
PMBCXPMBPXPMBCX / PMBPX
Total Expense Ratio1.750.83211%
Annual Report Gross Expense Ratio1.750.83211%
Fund Existence19 years25 years-
Gain YTD-3.016-2.931103%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.5B30.3B97%
Annual Yield % from dividends0.000.00-
Returns for 1 year-13.29-11.17119%
Returns for 3 years14.5421.0069%
Returns for 5 years2.8112.7622%
Returns for 10 years86.47119.3972%
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