MPEGX
Price
$19.62
Change
-$0.06 (-0.30%)
Updated
Apr 17 closing price
Net Assets
922.27M
PMBPX
Price
$41.52
Change
+$0.15 (+0.36%)
Updated
Apr 17 closing price
Net Assets
28.23B
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MPEGX vs PMBPX

Header iconMPEGX vs PMBPX Comparison
Open Charts MPEGX vs PMBPXBanner chart's image
Morgan Stanley Inst Discovery I
Price$19.62
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets922.27M
Principal MidCap R5
Price$41.52
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets28.23B
MPEGX vs PMBPX Comparison Chart
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MPEGX vs. PMBPX commentary
Apr 18, 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 MPEGX is a StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.2B vs. MPEGX (922M). PMBPX pays higher dividends than MPEGX: PMBPX (0.01) vs MPEGX (0.00). MPEGX was incepted earlier than PMBPX: MPEGX (35 years) vs PMBPX (24 years). PMBPX (0.84) is less costly to investors than MPEGX (0.76). MPEGX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than MPEGX: PMBPX (0) vs MPEGX (1000000). MPEGX annual gain was more profitable for investors over the last year : 35.35 vs. PMBPX (6.71). PMBPX return over 5 years is better than : 60.92 vs. MPEGX (-6.77).
MPEGXPMBPXMPEGX / PMBPX
Total Expense Ratio0.760.8490%
Annual Report Gross Expense Ratio0.760.8490%
Fund Existence35 years24 years-
Gain YTD-8.762-4.809182%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets922M28.2B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year35.356.71526%
Returns for 3 years7.4218.3840%
Returns for 5 years-6.7760.92-11%
Returns for 10 years-52.8678.70-67%
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