MPEGX
Price
$22.67
Change
+$0.57 (+2.58%)
Updated
May 8 closing price
Net Assets
1.02B
PMBPX
Price
$44.27
Change
+$0.36 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
Ad is loading...

MPEGX vs PMBPX

Header iconMPEGX vs PMBPX Comparison
Open Charts MPEGX vs PMBPXBanner chart's image
Morgan Stanley Inst Discovery I
Price$22.67
Change+$0.57 (+2.58%)
VolumeN/A
Net Assets1.02B
Principal MidCap R5
Price$44.27
Change+$0.36 (+0.82%)
VolumeN/A
Net Assets30.17B
MPEGX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MPEGX vs. PMBPX commentary
May 09, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. MPEGX (1.03B). 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 (0.83) 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 : 48.32 vs. PMBPX (8.97). PMBPX return over 5 years is better than : 64.72 vs. MPEGX (-11.71).
MPEGXPMBPXMPEGX / PMBPX
Total Expense Ratio0.760.8392%
Annual Report Gross Expense Ratio0.760.8392%
Fund Existence35 years24 years-
Gain YTD2.4571.035237%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B30.2B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year48.328.97539%
Returns for 3 years77.0841.38186%
Returns for 5 years-11.7164.72-18%
Returns for 10 years-45.7390.98-50%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
DFUS61.230.45
+0.74%
Dimensional US Equity Market ETF
APRH24.470.06
+0.23%
Innovator Premium Income 20 Bar ETF -Apr
GNT6.020.01
+0.09%
GAMCO Natural Resources Gold & Income Trust
ICLO25.50-0.01
-0.04%
Invesco AAA CLO Floating Rate Note ETF
SUSB24.86-0.08
-0.32%
iShares ESG 1-5 Year USD Corp Bd ETF