Ad is loading...
NEEGX vs PMBPX
NEEGX vs PMBPX Comparison
Open Charts NEEGX vs PMBPX
Needham Growth Retail
Price$50.38
Change+$0.27 (+0.54%)
VolumeN/A
Net Assets136.06M
NEEGX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NEEGX vs. PMBPX 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. NEEGX (136M). PMBPX pays higher dividends than NEEGX: PMBPX (0.01) vs NEEGX (0.00). NEEGX was incepted earlier than PMBPX: NEEGX (29 years) vs PMBPX (24 years). NEEGX (1.79) is less costly to investors than PMBPX (0.83). NEEGX is a more actively managed with annual turnover of: 14.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than NEEGX: PMBPX (0) vs NEEGX (2000). PMBPX annual gain was more profitable for investors over the last year : 8.97 vs. NEEGX (-27.46). PMBPX return over 5 years is better than : 64.72 vs. NEEGX (21.74).
| NEEGX | PMBPX | NEEGX / PMBPX | |
| Total Expense Ratio | 1.75 | 0.83 | 211% |
| Annual Report Gross Expense Ratio | 1.79 | 0.83 | 216% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | -17.879 | 1.035 | -1,727% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 30.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -27.46 | 8.97 | -306% |
| Returns for 3 years | 6.41 | 41.38 | 15% |
| Returns for 5 years | 21.74 | 64.72 | 34% |
| Returns for 10 years | 5.83 | 90.98 | 6% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPXV | 61.33 | 0.47 | +0.78% |
| ProShares S&P 500® ex-Health Care | |||
| FQAL | 64.81 | 0.31 | +0.48% |
| Fidelity Quality Factor ETF | |||
| DYNF | 49.70 | 0.23 | +0.46% |
| iShares U.S. Equity Fac Rotation Act ETF | |||
| SEIX | 23.42 | 0.02 | +0.09% |
| Virtus Seix Senior Loan ETF | |||
| LOWV | 70.07 | -0.06 | -0.09% |
| AB US Low Volatility Equity ETF | |||