PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
SUFCX
Price
$39.46
Change
+$0.43 (+1.10%)
Updated
Sep 26 closing price
Net Assets
72.25M
Interact to see
Advertisement

PMBPX vs SUFCX

Header iconPMBPX vs SUFCX Comparison
Open Charts PMBPX vs SUFCXBanner chart's image
Principal MidCap R5
Price$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets33.04B
NAA Mid Growth C
Price$39.46
Change+$0.43 (+1.10%)
VolumeN/A
Net Assets72.25M
PMBPX vs SUFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. SUFCX commentary
Sep 28, 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 PMBPX is a Hold and SUFCX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. SUFCX (72.3M). SUFCX pays higher dividends than PMBPX: SUFCX (6.55) vs PMBPX (0.01). PMBPX was incepted earlier than SUFCX: PMBPX (25 years) vs SUFCX (27 years). SUFCX (2.20) is less costly to investors than PMBPX (0.83). SUFCX is a more actively managed with annual turnover of: 80.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SUFCX: PMBPX (0) vs SUFCX (2500). PMBPX annual gain was more profitable for investors over the last year : 2.56 vs. SUFCX (0.80). PMBPX return over 5 years is better than : 48.73 vs. SUFCX (-52.29).
PMBPXSUFCXPMBPX / SUFCX
Total Expense Ratio0.832.2038%
Annual Report Gross Expense Ratio0.832.2038%
Fund Existence25 years27 years-
Gain YTD5.4303.407159%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33B72.3M45,643%
Annual Yield % from dividends0.016.550%
Returns for 1 year2.560.80318%
Returns for 3 years56.23-27.51-204%
Returns for 5 years48.73-52.29-93%
Returns for 10 years123.12-57.27-215%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
LRGG29.650.16
+0.54%
Macquarie Focused Large Growth ETF
USHY37.730.07
+0.19%
iShares Broad USD High Yield Corp Bd ETF
XBIL50.190.02
+0.04%
F/m US Treasury 6 Month Bill ETF
VPV10.38-0.10
-0.95%
Invesco Pennsylvania Value Municipal Income Trust
WISE44.21-0.67
-1.48%
Themes Generative Artificial Int ETF