NEEGX
Price
$58.26
Change
+$0.56 (+0.97%)
Updated
Sep 5 closing price
Net Assets
140.01M
PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.13B
Interact to see
Advertisement

NEEGX vs PEMGX

Header iconNEEGX vs PEMGX Comparison
Open Charts NEEGX vs PEMGXBanner chart's image
Needham Growth Retail
Price$58.26
Change+$0.56 (+0.97%)
VolumeN/A
Net Assets140.01M
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.13B
NEEGX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NEEGX vs. PEMGX commentary
Sep 07, 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 Buy and PEMGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. NEEGX (140M). 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 : 9.01 vs. NEEGX (-10.11). PEMGX return over 5 years is better than : 46.31 vs. NEEGX (22.39).
NEEGXPEMGXNEEGX / PEMGX
Total Expense Ratio1.710.91188%
Annual Report Gross Expense Ratio1.750.91192%
Fund Existence30 years20 years-
Gain YTD-4.5236.969-65%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets140M33.1B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year-10.119.01-112%
Returns for 3 years23.8045.4252%
Returns for 5 years22.3946.3148%
Returns for 10 years34.77108.1832%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TIHIX14.310.04
+0.28%
Transamerica International Stock I2
POSIX9.78N/A
N/A
Principal Global Real Estate Sec Instl
HCACX26.30-0.01
-0.04%
Hartford Capital Appreciation C
ASEFX16.19-0.01
-0.06%
Nuveen Small Cap Select R6
RYKCX85.46-1.08
-1.25%
Rydex Banking C