CMGIX
Price
$43.15
Change
-$0.55 (-1.26%)
Updated
Aug 8 closing price
Net Assets
8.12B
PMBPX
Price
$45.72
Change
+$0.01 (+0.02%)
Updated
Aug 8 closing price
Net Assets
32.23B
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CMGIX vs PMBPX

Header iconCMGIX vs PMBPX Comparison
Open Charts CMGIX vs PMBPXBanner chart's image
BlackRock Mid-Cap Growth Equity Instl
Price$43.15
Change-$0.55 (-1.26%)
VolumeN/A
Net Assets8.12B
Principal MidCap R5
Price$45.72
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets32.23B
CMGIX vs PMBPX Comparison Chart in %
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CMGIX vs. PMBPX commentary
Aug 10, 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 CMGIX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.2B vs. CMGIX (8.12B). PMBPX pays higher dividends than CMGIX: PMBPX (0.01) vs CMGIX (0.00). CMGIX was incepted earlier than PMBPX: CMGIX (29 years) vs PMBPX (25 years). CMGIX (0.85) and PMBPX (0.83) have similar cost to investors . CMGIX is a more actively managed with annual turnover of: 48.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than CMGIX: PMBPX (0) vs CMGIX (2000000). CMGIX annual gain was more profitable for investors over the last year : 13.97 vs. PMBPX (11.41). PMBPX return over 5 years is better than : 45.39 vs. CMGIX (18.81).
CMGIXPMBPXCMGIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.850.83102%
Fund Existence29 years25 years-
Gain YTD-0.3465.200-7%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.12B32.2B25%
Annual Yield % from dividends0.000.01-
Returns for 1 year13.9711.41122%
Returns for 3 years24.5036.1268%
Returns for 5 years18.8145.3941%
Returns for 10 years134.6497.58138%
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