PMBCX
Price
$31.83
Change
-$4.41 (-12.17%)
Updated
Feb 3 closing price
Net Assets
29.47B
TRMSX
Price
$22.23
Change
-$1.47 (-6.20%)
Updated
Feb 3 closing price
Net Assets
347.46M
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PMBCX vs TRMSX

Header iconPMBCX vs TRMSX Comparison
Open Charts PMBCX vs TRMSXBanner chart's image
Principal MidCap C
Price$31.83
Change-$4.41 (-12.17%)
VolumeN/A
Net Assets29.47B
T. Rowe Price Mid-Cap Index I
Price$22.23
Change-$1.47 (-6.20%)
VolumeN/A
Net Assets347.46M
PMBCX vs TRMSX Comparison Chart in %
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PMBCX vs. TRMSX commentary
Feb 05, 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 TRMSX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 29.5B vs. TRMSX (347M). TRMSX pays higher dividends than PMBCX: TRMSX (0.88) 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 (13.70). 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 : 1.79 vs. PMBCX (-13.29). TRMSX return over 5 years is better than : 18.57 vs. PMBCX (2.81).
PMBCXTRMSXPMBCX / TRMSX
Total Expense Ratio1.750.141,250%
Annual Report Gross Expense Ratio1.750.30583%
Fund Existence19 years10 years-
Gain YTD-3.0160.679-444%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets29.5B347M8,501%
Annual Yield % from dividends0.000.88-
Returns for 1 year-13.291.79-745%
Returns for 3 years14.5445.4632%
Returns for 5 years2.8118.5715%
Returns for 10 years86.47178.7348%
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