PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
SUFCX
Price
$39.02
Change
+$0.32 (+0.83%)
Updated
Jul 3 closing price
Net Assets
74.69M
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PMBMX vs SUFCX

Header iconPMBMX vs SUFCX Comparison
Open Charts PMBMX vs SUFCXBanner chart's image
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
NAA Mid Growth C
Price$39.02
Change+$0.32 (+0.83%)
VolumeN/A
Net Assets74.69M
PMBMX vs SUFCX Comparison Chart in %
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PMBMX vs. SUFCX commentary
Jul 07, 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 SUFCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. SUFCX (74.7M). SUFCX pays higher dividends than PMBMX: SUFCX (6.76) vs PMBMX (0.02). PMBMX was incepted earlier than SUFCX: PMBMX (25 years) vs SUFCX (26 years). SUFCX (2.20) is less costly to investors than PMBMX (1.14). SUFCX is a more actively managed with annual turnover of: 80.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than SUFCX: PMBMX (0) vs SUFCX (2500). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. SUFCX (5.96). PMBMX return over 5 years is better than : 55.71 vs. SUFCX (-50.24).
PMBMXSUFCXPMBMX / SUFCX
Total Expense Ratio1.142.2052%
Annual Report Gross Expense Ratio1.142.2052%
Fund Existence25 years26 years-
Gain YTD6.8542.254304%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B74.7M43,240%
Annual Yield % from dividends0.026.760%
Returns for 1 year14.805.96248%
Returns for 3 years50.19-31.23-161%
Returns for 5 years55.71-50.24-111%
Returns for 10 years94.74-62.05-153%
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