PMBCX
Price
$31.83
Change
-$4.41 (-12.17%)
Updated
Feb 3 closing price
Net Assets
30.27B
TRSZX
Price
$22.25
Change
-$1.49 (-6.28%)
Updated
Feb 3 closing price
Net Assets
347.46M
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PMBCX vs TRSZX

Header iconPMBCX vs TRSZX Comparison
Open Charts PMBCX vs TRSZXBanner chart's image
Principal MidCap C
Price$31.83
Change-$4.41 (-12.17%)
VolumeN/A
Net Assets30.27B
T. Rowe Price Mid-Cap Index Z
Price$22.25
Change-$1.49 (-6.28%)
VolumeN/A
Net Assets347.46M
PMBCX vs TRSZX Comparison Chart in %
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PMBCX vs. TRSZX 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 TRSZX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.3B vs. TRSZX (347M). TRSZX pays higher dividends than PMBCX: TRSZX (1.00) vs PMBCX (0.00). PMBCX was incepted earlier than TRSZX: PMBCX (19 years) vs TRSZX (6 years). PMBCX (1.75) is less costly to investors than TRSZX (0.25). TRSZX is a more actively managed with annual turnover of: 31.70 vs. PMBCX (13.70). TRSZX has a lower initial minimum investment than PMBCX: TRSZX (0) vs PMBCX (1000). TRSZX annual gain was more profitable for investors over the last year : 1.58 vs. PMBCX (-11.49). TRSZX return over 5 years is better than : 21.87 vs. PMBCX (7.04).
PMBCXTRSZXPMBCX / TRSZX
Total Expense Ratio1.750.00-
Annual Report Gross Expense Ratio1.750.25700%
Fund Existence19 years6 years-
Gain YTD-0.4571.267-36%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.3B347M8,732%
Annual Yield % from dividends0.001.00-
Returns for 1 year-11.491.58-727%
Returns for 3 years17.5646.9537%
Returns for 5 years7.0421.8732%
Returns for 10 years91.39N/A-
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