PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
TRSZX
Price
$21.03
Change
-$0.34 (-1.59%)
Updated
Jun 13 closing price
Net Assets
281.46M
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PMBPX vs TRSZX

Header iconPMBPX vs TRSZX Comparison
Open Charts PMBPX vs TRSZXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
T. Rowe Price Mid-Cap Index Z
Price$21.03
Change-$0.34 (-1.59%)
VolumeN/A
Net Assets281.46M
PMBPX vs TRSZX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. TRSZX (281M). TRSZX pays higher dividends than PMBPX: TRSZX (0.97) 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 : 15.15 vs. PMBPX (10.26). TRSZX return over 5 years is better than : 69.21 vs. PMBPX (54.31).
PMBPXTRSZXPMBPX / TRSZX
Total Expense Ratio0.830.00-
Annual Report Gross Expense Ratio0.830.25332%
Fund Existence25 years5 years-
Gain YTD1.9330.815237%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B281M10,890%
Annual Yield % from dividends0.010.971%
Returns for 1 year10.2615.1568%
Returns for 3 years49.5257.9485%
Returns for 5 years54.3169.2178%
Returns for 10 years92.68N/A-
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