PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
TRSZX
Price
$22.77
Change
-$0.01 (-0.04%)
Updated
Aug 15 closing price
Net Assets
312.52M
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PMBPX vs TRSZX

Header iconPMBPX vs TRSZX Comparison
Open Charts PMBPX vs TRSZXBanner chart's image
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
T. Rowe Price Mid-Cap Index Z
Price$22.77
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets312.52M
PMBPX vs TRSZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. TRSZX (313M). TRSZX pays higher dividends than PMBPX: TRSZX (0.90) vs PMBPX (0.01). PMBPX was incepted earlier than TRSZX: PMBPX (25 years) vs TRSZX (5 years). PMBPX (0.83) is less costly to investors than TRSZX (0.25). TRSZX is a more actively managed with annual turnover of: 31.70 vs. PMBPX (10.50). PMBPX (0) and TRSZX (0) have matching initial minimum investment requirements. TRSZX annual gain was more profitable for investors over the last year : 20.87 vs. PMBPX (9.12). TRSZX return over 5 years is better than : 61.31 vs. PMBPX (45.20).
PMBPXTRSZXPMBPX / TRSZX
Total Expense Ratio0.830.00-
Annual Report Gross Expense Ratio0.830.25332%
Fund Existence25 years5 years-
Gain YTD5.7989.15663%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B313M10,383%
Annual Yield % from dividends0.010.901%
Returns for 1 year9.1220.8744%
Returns for 3 years30.7542.8372%
Returns for 5 years45.2061.3174%
Returns for 10 years96.67N/A-
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