PMBCX
Price
$33.62
Change
-$0.06 (-0.18%)
Updated
Jan 14 closing price
Net Assets
31.35B
TRMSX
Price
$22.88
Change
-$0.03 (-0.13%)
Updated
Jan 14 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$33.62
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets31.35B
T. Rowe Price Mid-Cap Index I
Price$22.88
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets347.46M
PMBCX vs TRMSX Comparison Chart in %
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PMBCX vs. TRMSX commentary
Jan 15, 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: 31.3B vs. TRMSX (347M). TRMSX pays higher dividends than PMBCX: TRMSX (0.89) 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 : 8.86 vs. PMBCX (-3.50). TRMSX return over 5 years is better than : 25.17 vs. PMBCX (10.81).
PMBCXTRMSXPMBCX / TRMSX
Total Expense Ratio1.750.141,250%
Annual Report Gross Expense Ratio1.750.30583%
Fund Existence19 years10 years-
Gain YTD2.4383.62367%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.3B347M9,020%
Annual Yield % from dividends0.000.89-
Returns for 1 year-3.508.86-40%
Returns for 3 years24.5660.1341%
Returns for 5 years10.8125.1743%
Returns for 10 years96.15182.7153%
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