PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
RYCKX
Price
$34.93
Change
-$0.52 (-1.47%)
Updated
Jun 13 closing price
Net Assets
26.83M
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PMBMX vs RYCKX

Header iconPMBMX vs RYCKX Comparison
Open Charts PMBMX vs RYCKXBanner 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 C
Price$34.93
Change-$0.52 (-1.47%)
VolumeN/A
Net Assets26.83M
PMBMX vs RYCKX Comparison Chart
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PMBMX vs. RYCKX 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 RYCKX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. RYCKX (26.8M). PMBMX pays higher dividends than RYCKX: PMBMX (0.02) vs RYCKX (0.00). PMBMX was incepted earlier than RYCKX: PMBMX (25 years) vs RYCKX (21 years). RYCKX (2.33) is less costly to investors than PMBMX (1.14). RYCKX is a more actively managed with annual turnover of: 570.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than RYCKX: PMBMX (0) vs RYCKX (2500). PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. RYCKX (-19.40). PMBMX return over 5 years is better than : 50.58 vs. RYCKX (-3.56).
PMBMXRYCKXPMBMX / RYCKX
Total Expense Ratio1.142.3050%
Annual Report Gross Expense Ratio1.142.3349%
Fund Existence25 years21 years-
Gain YTD1.787-2.593-69%
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 year9.71-19.40-50%
Returns for 3 years47.38-0.63-7,569%
Returns for 5 years50.58-3.56-1,420%
Returns for 10 years83.54-28.51-293%
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