MACGX
Price
$18.98
Change
+$0.32 (+1.71%)
Updated
Sep 15 closing price
Net Assets
1.26B
PEMGX
Price
$45.71
Change
-$0.08 (-0.17%)
Updated
Sep 15 closing price
Net Assets
33.25B
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MACGX vs PEMGX

Header iconMACGX vs PEMGX Comparison
Open Charts MACGX vs PEMGXBanner chart's image
Morgan Stanley Inst Discovery A
Price$18.98
Change+$0.32 (+1.71%)
VolumeN/A
Net Assets1.26B
Principal MidCap A
Price$45.71
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets33.25B
MACGX vs PEMGX Comparison Chart in %
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MACGX vs. PEMGX commentary
Sep 16, 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 MACGX is a Buy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. MACGX (1.26B). MACGX (0.00) and PEMGX (0.00) have matching dividends . MACGX was incepted earlier than PEMGX: MACGX (29 years) vs PEMGX (20 years). MACGX (1.02) is less costly to investors than PEMGX (0.91). MACGX is a more actively managed with annual turnover of: 46.00 vs. PEMGX (10.50). PEMGX (6%) and MACGX (5%) have equivalent initial investment costs. MACGX (1000) and PEMGX (1000) have matching initial minimum investment requirements. MACGX annual gain was more profitable for investors over the last year : 63.68 vs. PEMGX (7.41). PEMGX return over 5 years is better than : 45.46 vs. MACGX (-31.35).
MACGXPEMGXMACGX / PEMGX
Total Expense Ratio1.020.91112%
Annual Report Gross Expense Ratio1.020.91112%
Fund Existence29 years20 years-
Gain YTD27.8967.438375%
Front Load5%6%95%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.26B33.2B4%
Annual Yield % from dividends0.000.00-
Returns for 1 year63.687.41859%
Returns for 3 years109.1948.09227%
Returns for 5 years-31.3545.46-69%
Returns for 10 years-48.31111.89-43%
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