FDEGX
Price
$77.42
Change
-$0.47 (-0.60%)
Updated
Sep 16 closing price
Net Assets
4.2B
PMBPX
Price
$46.48
Change
-$0.16 (-0.34%)
Updated
Sep 16 closing price
Net Assets
33.2B
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FDEGX vs PMBPX

Header iconFDEGX vs PMBPX Comparison
Open Charts FDEGX vs PMBPXBanner chart's image
Fidelity Growth Strategies
Price$77.42
Change-$0.47 (-0.60%)
VolumeN/A
Net Assets4.2B
Principal MidCap R5
Price$46.48
Change-$0.16 (-0.34%)
VolumeN/A
Net Assets33.2B
FDEGX vs PMBPX Comparison Chart in %
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FDEGX vs. PMBPX commentary
Sep 17, 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 Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B 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 : 21.08 vs. PMBPX (6.42). PMBPX return over 5 years is better than : 47.70 vs. FDEGX (42.79).
FDEGXPMBPXFDEGX / PMBPX
Total Expense Ratio0.760.8392%
Annual Report Gross Expense Ratio0.760.8392%
Fund Existence35 years25 years-
Gain YTD17.3577.317237%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.2B33.2B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year21.086.42328%
Returns for 3 years67.7148.45140%
Returns for 5 years42.7947.7090%
Returns for 10 years135.30115.04118%
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