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NEEGX vs PMBJX
NEEGX vs PMBJX Comparison
Open Charts NEEGX vs PMBJX
Needham Growth Retail
Price$54.31
Change-$1.41 (-2.53%)
VolumeN/A
Net Assets144.94M
NEEGX vs PMBJX Comparison Chart
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NEEGX vs. PMBJX commentary
Jun 15, 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 PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. NEEGX (145M). PMBJX pays higher dividends than NEEGX: PMBJX (0.06) vs NEEGX (0.00). NEEGX was incepted earlier than PMBJX: NEEGX (29 years) vs PMBJX (24 years). NEEGX (1.75) is less costly to investors than PMBJX (0.78). NEEGX is a more actively managed with annual turnover of: 14.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than NEEGX: PMBJX (1000) vs NEEGX (2000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. NEEGX (-24.71). PMBJX return over 5 years is better than : 53.13 vs. NEEGX (27.70).
| NEEGX | PMBJX | NEEGX / PMBJX | |
| Total Expense Ratio | 1.71 | 0.78 | 219% |
| Annual Report Gross Expense Ratio | 1.75 | 0.78 | 224% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | -10.996 | 1.960 | -561% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 30.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -24.71 | 10.12 | -244% |
| Returns for 3 years | 20.50 | 48.96 | 42% |
| Returns for 5 years | 27.70 | 53.13 | 52% |
| Returns for 10 years | 11.89 | 88.94 | 13% |
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