PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
SUFCX
Price
$37.39
Change
-$0.59 (-1.55%)
Updated
Jun 13 closing price
Net Assets
71.8M
Interact to see
Advertisement

PMBPX vs SUFCX

Header iconPMBPX vs SUFCX Comparison
Open Charts PMBPX vs SUFCXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
NAA Mid Growth C
Price$37.39
Change-$0.59 (-1.55%)
VolumeN/A
Net Assets71.8M
PMBPX vs SUFCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PMBPX vs. SUFCX 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 PMBPX is a StrongBuy and SUFCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. SUFCX (71.8M). SUFCX pays higher dividends than PMBPX: SUFCX (6.88) vs PMBPX (0.01). PMBPX was incepted earlier than SUFCX: PMBPX (25 years) vs SUFCX (26 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 : 10.26 vs. SUFCX (1.61). PMBPX return over 5 years is better than : 54.31 vs. SUFCX (-50.01).
PMBPXSUFCXPMBPX / SUFCX
Total Expense Ratio0.832.2038%
Annual Report Gross Expense Ratio0.832.2038%
Fund Existence25 years26 years-
Gain YTD1.933-2.018-96%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B71.8M42,618%
Annual Yield % from dividends0.016.880%
Returns for 1 year10.261.61636%
Returns for 3 years49.52-32.67-152%
Returns for 5 years54.31-50.01-109%
Returns for 10 years92.68-64.22-144%
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 %
BNDW68.77-0.23
-0.33%
Vanguard Total World Bond ETF
FCO6.35-0.03
-0.47%
abrdn Global Income Fund
XLI142.65-1.21
-0.84%
The Industrial Select Sector SPDR® ETF
IQQQ38.97-0.49
-1.24%
ProShares Nasdaq-100 High Income ETF
FFLG25.13-0.34
-1.33%
Fidelity Fundamental Large Cap Gr ETF