PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
RYBHX
Price
$48.24
Change
-$0.72 (-1.47%)
Updated
Jun 13 closing price
Net Assets
26.83M
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PMBMX vs RYBHX

Header iconPMBMX vs RYBHX Comparison
Open Charts PMBMX vs RYBHXBanner chart's image
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
Rydex S&P MidCap 400 Pure Growth H
Price$48.24
Change-$0.72 (-1.47%)
VolumeN/A
Net Assets26.83M
PMBMX vs RYBHX Comparison Chart
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PMBMX vs. RYBHX commentary
Jun 15, 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 RYBHX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. RYBHX (26.8M). PMBMX pays higher dividends than RYBHX: PMBMX (0.02) vs RYBHX (0.00). PMBMX was incepted earlier than RYBHX: PMBMX (25 years) vs RYBHX (21 years). RYBHX (1.57) is less costly to investors than PMBMX (1.14). RYBHX is a more actively managed with annual turnover of: 570.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than RYBHX: PMBMX (0) vs RYBHX (2500). PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. RYBHX (-15.00). PMBMX return over 5 years is better than : 50.58 vs. RYBHX (10.77).
PMBMXRYBHXPMBMX / RYBHX
Total Expense Ratio1.141.5375%
Annual Report Gross Expense Ratio1.141.5773%
Fund Existence25 years21 years-
Gain YTD1.787-2.269-79%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B26.8M114,179%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.71-15.00-65%
Returns for 3 years47.389.49499%
Returns for 5 years50.5810.77470%
Returns for 10 years83.54-11.14-750%
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