NEEGX
Price
$50.38
Change
+$0.27 (+0.54%)
Updated
May 8 closing price
Net Assets
136.06M
PMAQX
Price
$45.50
Change
+$0.38 (+0.84%)
Updated
May 8 closing price
Net Assets
30.17B
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NEEGX vs PMAQX

Header iconNEEGX vs PMAQX Comparison
Open Charts NEEGX vs PMAQXBanner chart's image
Needham Growth Retail
Price$50.38
Change+$0.27 (+0.54%)
VolumeN/A
Net Assets136.06M
Principal MidCap R6
Price$45.50
Change+$0.38 (+0.84%)
VolumeN/A
Net Assets30.17B
NEEGX vs PMAQX Comparison Chart
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NEEGX vs. PMAQX 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 NEEGX is a StrongBuy and PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.2B vs. NEEGX (136M). PMAQX pays higher dividends than NEEGX: PMAQX (0.20) vs NEEGX (0.00). NEEGX was incepted earlier than PMAQX: NEEGX (29 years) vs PMAQX (8 years). NEEGX (1.79) is less costly to investors than PMAQX (0.59). NEEGX is a more actively managed with annual turnover of: 14.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than NEEGX: PMAQX (0) vs NEEGX (2000). PMAQX annual gain was more profitable for investors over the last year : 9.31 vs. NEEGX (-27.46). PMAQX return over 5 years is better than : 67.39 vs. NEEGX (21.74).
NEEGXPMAQXNEEGX / PMAQX
Total Expense Ratio1.750.59297%
Annual Report Gross Expense Ratio1.790.59303%
Fund Existence29 years8 years-
Gain YTD-17.8791.098-1,628%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets136M30.2B0%
Annual Yield % from dividends0.000.20-
Returns for 1 year-27.469.31-295%
Returns for 3 years6.4142.7415%
Returns for 5 years21.7467.3932%
Returns for 10 years5.83N/A-
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