PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
TRSZX
Price
$22.42
Change
+$0.20 (+0.90%)
Updated
Jul 3 closing price
Net Assets
301.71M
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PMBMX vs TRSZX

Header iconPMBMX vs TRSZX Comparison
Open Charts PMBMX vs TRSZXBanner chart's image
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
T. Rowe Price Mid-Cap Index Z
Price$22.42
Change+$0.20 (+0.90%)
VolumeN/A
Net Assets301.71M
PMBMX vs TRSZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. TRSZX (302M). TRSZX pays higher dividends than PMBMX: TRSZX (0.92) vs PMBMX (0.02). PMBMX was incepted earlier than TRSZX: PMBMX (25 years) vs TRSZX (5 years). PMBMX (1.14) is less costly to investors than TRSZX (0.25). TRSZX is a more actively managed with annual turnover of: 31.70 vs. PMBMX (10.50). PMBMX (0) and TRSZX (0) have matching initial minimum investment requirements. TRSZX annual gain was more profitable for investors over the last year : 21.83 vs. PMBMX (14.80). TRSZX return over 5 years is better than : 72.16 vs. PMBMX (55.71).
PMBMXTRSZXPMBMX / TRSZX
Total Expense Ratio1.140.00-
Annual Report Gross Expense Ratio1.140.25456%
Fund Existence25 years5 years-
Gain YTD6.8547.47892%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B302M10,695%
Annual Yield % from dividends0.020.922%
Returns for 1 year14.8021.8368%
Returns for 3 years50.1964.4378%
Returns for 5 years55.7172.1677%
Returns for 10 years94.74N/A-
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