PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
TRSZX
Price
$22.83
Change
+$0.19 (+0.84%)
Updated
Jul 25 closing price
Net Assets
308.48M
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PMBPX vs TRSZX

Header iconPMBPX vs TRSZX Comparison
Open Charts PMBPX vs TRSZXBanner 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 Z
Price$22.83
Change+$0.19 (+0.84%)
VolumeN/A
Net Assets308.48M
PMBPX vs TRSZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. TRSZX (308M). 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 : 22.15 vs. PMBPX (13.61). TRSZX return over 5 years is better than : 69.45 vs. PMBPX (56.25).
PMBPXTRSZXPMBPX / TRSZX
Total Expense Ratio0.830.00-
Annual Report Gross Expense Ratio0.830.25332%
Fund Existence25 years5 years-
Gain YTD8.6069.44491%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B308M10,779%
Annual Yield % from dividends0.010.921%
Returns for 1 year13.6122.1561%
Returns for 3 years49.3862.8179%
Returns for 5 years56.2569.4581%
Returns for 10 years107.27N/A-
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