NEEGX
Price
$60.43
Change
+$0.22 (+0.37%)
Updated
Jul 25 closing price
Net Assets
156.29M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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NEEGX vs PMBPX

Header iconNEEGX vs PMBPX Comparison
Open Charts NEEGX vs PMBPXBanner chart's image
Needham Growth Retail
Price$60.43
Change+$0.22 (+0.37%)
VolumeN/A
Net Assets156.29M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
NEEGX vs PMBPX Comparison Chart in %
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NEEGX vs. PMBPX commentary
Jul 27, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. NEEGX (156M). PMBPX pays higher dividends than NEEGX: PMBPX (0.01) vs NEEGX (0.00). NEEGX was incepted earlier than PMBPX: NEEGX (30 years) vs PMBPX (25 years). NEEGX (1.75) 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 : 13.61 vs. NEEGX (-11.20). PMBPX return over 5 years is better than : 56.25 vs. NEEGX (29.21).
NEEGXPMBPXNEEGX / PMBPX
Total Expense Ratio1.710.83206%
Annual Report Gross Expense Ratio1.750.83211%
Fund Existence30 years25 years-
Gain YTD-0.9678.606-11%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets156M33.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year-11.2013.61-82%
Returns for 3 years26.0349.3853%
Returns for 5 years29.2156.2552%
Returns for 10 years32.23107.2730%
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