PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
TRSZX
Price
$22.42
Change
+$0.20 (+0.90%)
Updated
Jul 3 closing price
Net Assets
301.71M
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PMBPX vs TRSZX

Header iconPMBPX vs TRSZX Comparison
Open Charts PMBPX vs TRSZXBanner 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 Z
Price$22.42
Change+$0.20 (+0.90%)
VolumeN/A
Net Assets301.71M
PMBPX vs TRSZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. TRSZX (302M). TRSZX pays higher dividends than PMBPX: TRSZX (0.92) 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 : 21.83 vs. PMBPX (15.41). TRSZX return over 5 years is better than : 72.16 vs. PMBPX (59.60).
PMBPXTRSZXPMBPX / TRSZX
Total Expense Ratio0.830.00-
Annual Report Gross Expense Ratio0.830.25332%
Fund Existence25 years5 years-
Gain YTD7.0417.47894%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B302M10,695%
Annual Yield % from dividends0.010.921%
Returns for 1 year15.4121.8371%
Returns for 3 years52.3964.4381%
Returns for 5 years59.6072.1683%
Returns for 10 years104.46N/A-
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