NEEGX
Price
$65.83
Change
+$0.20 (+0.30%)
Updated
Oct 3 closing price
Net Assets
157.16M
PEMGX
Price
$45.03
Change
+$0.32 (+0.72%)
Updated
Oct 3 closing price
Net Assets
32.92B
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NEEGX vs PEMGX

Header iconNEEGX vs PEMGX Comparison
Open Charts NEEGX vs PEMGXBanner chart's image
Needham Growth Retail
Price$65.83
Change+$0.20 (+0.30%)
VolumeN/A
Net Assets157.16M
Principal MidCap A
Price$45.03
Change+$0.32 (+0.72%)
VolumeN/A
Net Assets32.92B
NEEGX vs PEMGX Comparison Chart in %
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NEEGX vs. PEMGX commentary
Oct 04, 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 StrongBuy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. NEEGX (157M). 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 : 2.97 vs. NEEGX (-1.57). PEMGX return over 5 years is better than : 43.35 vs. NEEGX (34.65).
NEEGXPEMGXNEEGX / PEMGX
Total Expense Ratio1.710.91188%
Annual Report Gross Expense Ratio1.750.91192%
Fund Existence30 years20 years-
Gain YTD7.5554.904154%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets157M32.9B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.572.97-53%
Returns for 3 years44.3746.8895%
Returns for 5 years34.6543.3580%
Returns for 10 years52.66109.4048%
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