PMBMX
Price
$43.62
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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PMBMX vs PMBPX

Header iconPMBMX vs PMBPX Comparison
Open Charts PMBMX vs PMBPXBanner chart's image
Principal MidCap R3
Price$43.62
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.13B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
PMBMX vs PMBPX Comparison Chart in %
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PMBMX vs. PMBPX commentary
Sep 08, 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 PMBMX is a StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX (33.1B) and PMBPX (33.1B) have equal amount of cash in the bank . PMBMX pays higher dividends than PMBPX: PMBMX (0.02) vs PMBPX (0.01). PMBMX was incepted earlier than PMBPX: PMBMX (25 years) vs PMBPX (25 years). PMBMX (1.14) is less costly to investors than PMBPX (0.83). PMBMX (10.50) and PMBPX (10.50) have comparable annual turnover. PMBMX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 9.16 vs. PMBMX (8.59). PMBPX return over 5 years is better than : 47.38 vs. PMBMX (43.76).
PMBMXPMBPXPMBMX / PMBPX
Total Expense Ratio1.140.83137%
Annual Report Gross Expense Ratio1.140.83137%
Fund Existence25 years25 years-
Gain YTD6.7817.01897%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B33.1B100%
Annual Yield % from dividends0.020.01281%
Returns for 1 year8.599.1694%
Returns for 3 years43.9546.0495%
Returns for 5 years43.7647.3892%
Returns for 10 years101.62111.6391%
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