PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
SUFCX
Price
$39.96
Change
+$0.09 (+0.23%)
Updated
Sep 5 closing price
Net Assets
73.64M
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PMBPX vs SUFCX

Header iconPMBPX vs SUFCX Comparison
Open Charts PMBPX vs SUFCXBanner chart's image
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
NAA Mid Growth C
Price$39.96
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets73.64M
PMBPX vs SUFCX Comparison Chart in %
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PMBPX vs. SUFCX commentary
Sep 08, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. SUFCX (73.6M). 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 : 9.16 vs. SUFCX (8.69). PMBPX return over 5 years is better than : 47.38 vs. SUFCX (-51.69).
PMBPXSUFCXPMBPX / SUFCX
Total Expense Ratio0.832.2038%
Annual Report Gross Expense Ratio0.832.2038%
Fund Existence25 years27 years-
Gain YTD7.0184.717149%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33B73.6M44,837%
Annual Yield % from dividends0.016.550%
Returns for 1 year9.168.69105%
Returns for 3 years46.04-32.32-142%
Returns for 5 years47.38-51.69-92%
Returns for 10 years111.63-59.61-187%
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