PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
TRMSX
Price
$22.39
Change
+$0.20 (+0.90%)
Updated
Jul 3 closing price
Net Assets
301.71M
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PMBPX vs TRMSX

Header iconPMBPX vs TRMSX Comparison
Open Charts PMBPX vs TRMSXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
T. Rowe Price Mid-Cap Index I
Price$22.39
Change+$0.20 (+0.90%)
VolumeN/A
Net Assets301.71M
PMBPX vs TRMSX Comparison Chart in %
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PMBPX vs. TRMSX commentary
Jul 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 TRMSX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. TRMSX (302M). TRMSX pays higher dividends than PMBPX: TRMSX (0.81) vs PMBPX (0.01). PMBPX was incepted earlier than TRMSX: PMBPX (25 years) vs TRMSX (10 years). PMBPX (0.83) is less costly to investors than TRMSX (0.30). TRMSX is a more actively managed with annual turnover of: 31.70 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than TRMSX: PMBPX (0) vs TRMSX (500000). TRMSX annual gain was more profitable for investors over the last year : 21.60 vs. PMBPX (15.41). TRMSX return over 5 years is better than : 70.93 vs. PMBPX (59.60).
PMBPXTRMSXPMBPX / TRMSX
Total Expense Ratio0.830.14593%
Annual Report Gross Expense Ratio0.830.30277%
Fund Existence25 years10 years-
Gain YTD7.0417.38695%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B302M10,695%
Annual Yield % from dividends0.010.811%
Returns for 1 year15.4121.6071%
Returns for 3 years52.3963.7382%
Returns for 5 years59.6070.9384%
Returns for 10 years104.46N/A-
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