PMBCX
Price
$35.64
Change
+$0.17 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
TRMSX
Price
$23.36
Change
+$0.01 (+0.04%)
Updated
Oct 17 closing price
Net Assets
328.41M
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PMBCX vs TRMSX

Header iconPMBCX vs TRMSX Comparison
Open Charts PMBCX vs TRMSXBanner chart's image
Principal MidCap C
Price$35.64
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets31.76B
T. Rowe Price Mid-Cap Index I
Price$23.36
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets328.41M
PMBCX vs TRMSX Comparison Chart in %
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PMBCX vs. TRMSX commentary
Oct 19, 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 PMBCX is a Buy and TRMSX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.8B vs. TRMSX (328M). TRMSX pays higher dividends than PMBCX: TRMSX (0.75) vs PMBCX (0.00). PMBCX was incepted earlier than TRMSX: PMBCX (19 years) vs TRMSX (10 years). PMBCX (1.75) is less costly to investors than TRMSX (0.30). TRMSX is a more actively managed with annual turnover of: 31.70 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than TRMSX: PMBCX (1000) vs TRMSX (500000). TRMSX annual gain was more profitable for investors over the last year : 14.25 vs. PMBCX (-4.45). TRMSX return over 5 years is better than : 48.69 vs. PMBCX (25.71).
PMBCXTRMSXPMBCX / TRMSX
Total Expense Ratio1.750.141,250%
Annual Report Gross Expense Ratio1.750.30583%
Fund Existence19 years10 years-
Gain YTD1.53812.03813%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B328M9,695%
Annual Yield % from dividends0.000.75-
Returns for 1 year-4.4514.25-31%
Returns for 3 years42.5671.9359%
Returns for 5 years25.7148.6953%
Returns for 10 years73.94N/A-
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