PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
TRMSX
Price
$22.80
Change
+$0.19 (+0.84%)
Updated
Jul 25 closing price
Net Assets
308.48M
Interact to see
Advertisement

PMBPX vs TRMSX

Header iconPMBPX vs TRMSX Comparison
Open Charts PMBPX vs TRMSXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
T. Rowe Price Mid-Cap Index I
Price$22.80
Change+$0.19 (+0.84%)
VolumeN/A
Net Assets308.48M
PMBPX vs TRMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. TRMSX commentary
Jul 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 StrongBuy and TRMSX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. TRMSX (308M). 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 : 21.99 vs. PMBPX (13.61). TRMSX return over 5 years is better than : 68.24 vs. PMBPX (56.25).
PMBPXTRMSXPMBPX / TRMSX
Total Expense Ratio0.830.14593%
Annual Report Gross Expense Ratio0.830.30277%
Fund Existence25 years10 years-
Gain YTD8.6069.35392%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B308M10,779%
Annual Yield % from dividends0.010.811%
Returns for 1 year13.6121.9962%
Returns for 3 years49.3862.1279%
Returns for 5 years56.2568.2482%
Returns for 10 years107.27N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ASVIX10.100.06
+0.60%
American Century Small Cap Value Inv
VTSMX152.620.67
+0.44%
Vanguard Total Stock Mkt Idx Inv
NUESX22.630.10
+0.44%
Northern US Quality ESG K
HFAJX16.080.06
+0.37%
Hartford Schroders Intl Cntrrn Val A
FUGCX46.310.14
+0.30%
Fidelity Advisor Utilities C