NEEGX
Price
$57.88
Change
-$0.60 (-1.03%)
Updated
Aug 15 closing price
Net Assets
149.47M
PEMGX
Price
$45.07
Change
-$0.13 (-0.29%)
Updated
Aug 15 closing price
Net Assets
32.57B
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NEEGX vs PEMGX

Header iconNEEGX vs PEMGX Comparison
Open Charts NEEGX vs PEMGXBanner chart's image
Needham Growth Retail
Price$57.88
Change-$0.60 (-1.03%)
VolumeN/A
Net Assets149.47M
Principal MidCap A
Price$45.07
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets32.57B
NEEGX vs PEMGX Comparison Chart in %
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NEEGX vs. PEMGX commentary
Aug 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 NEEGX is a Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.6B vs. NEEGX (149M). NEEGX (0.00) and PEMGX (0.00) have matching dividends . NEEGX was incepted earlier than PEMGX: NEEGX (30 years) vs PEMGX (20 years). NEEGX (1.75) is less costly to investors than PEMGX (0.91). NEEGX is a more actively managed with annual turnover of: 14.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than NEEGX: PEMGX (1000) vs NEEGX (2000). PEMGX annual gain was more profitable for investors over the last year : 9.28 vs. NEEGX (-14.67). PEMGX return over 5 years is better than : 44.50 vs. NEEGX (20.95).
NEEGXPEMGXNEEGX / PEMGX
Total Expense Ratio1.710.91188%
Annual Report Gross Expense Ratio1.750.91192%
Fund Existence30 years20 years-
Gain YTD-4.1636.054-69%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets149M32.6B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year-14.679.28-158%
Returns for 3 years9.2530.5630%
Returns for 5 years20.9544.5047%
Returns for 10 years29.1593.9631%
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