FDEGX
Price
$77.87
Change
+$0.28 (+0.36%)
Updated
Oct 6 closing price
Net Assets
4.2B
PMBPX
Price
$45.52
Change
-$0.32 (-0.70%)
Updated
Oct 7 closing price
Net Assets
33.08B
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FDEGX vs PMBPX

Header iconFDEGX vs PMBPX Comparison
Open Charts FDEGX vs PMBPXBanner chart's image
Fidelity Growth Strategies
Price$77.87
Change+$0.28 (+0.36%)
VolumeN/A
Net Assets4.2B
Principal MidCap R5
Price$45.52
Change-$0.32 (-0.70%)
VolumeN/A
Net Assets33.08B
FDEGX vs PMBPX Comparison Chart in %
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FDEGX vs. PMBPX commentary
Oct 08, 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 FDEGX is a StrongBuy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. FDEGX (4.2B). PMBPX pays higher dividends than FDEGX: PMBPX (0.01) vs FDEGX (0.00). FDEGX was incepted earlier than PMBPX: FDEGX (35 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than FDEGX (0.76). FDEGX is a more actively managed with annual turnover of: 93.00 vs. PMBPX (10.50). FDEGX (0) and PMBPX (0) have matching initial minimum investment requirements. FDEGX annual gain was more profitable for investors over the last year : 16.28 vs. PMBPX (4.31). PMBPX return over 5 years is better than : 40.37 vs. FDEGX (33.55).
FDEGXPMBPXFDEGX / PMBPX
Total Expense Ratio0.760.8392%
Annual Report Gross Expense Ratio0.760.8392%
Fund Existence35 years25 years-
Gain YTD17.3275.476316%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.2B33.1B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year16.284.31378%
Returns for 3 years73.1054.83133%
Returns for 5 years33.5540.3783%
Returns for 10 years135.53109.43124%
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