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NEEGX vs PMBPX
NEEGX vs PMBPX Comparison
Open Charts NEEGX vs PMBPX
Needham Growth Retail
Price$59.47
Change+$0.46 (+0.78%)
VolumeN/A
Net Assets157.29M
NEEGX vs PMBPX Comparison Chart in %
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NEEGX vs. PMBPX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. NEEGX (157M). 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 : 15.41 vs. NEEGX (-16.65). PMBPX return over 5 years is better than : 59.60 vs. NEEGX (32.54).
| NEEGX | PMBPX | NEEGX / PMBPX | |
| Total Expense Ratio | 1.71 | 0.83 | 206% |
| Annual Report Gross Expense Ratio | 1.75 | 0.83 | 211% |
| Fund Existence | 30 years | 25 years | - |
| Gain YTD | -2.540 | 7.041 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 32.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -16.65 | 15.41 | -108% |
| Returns for 3 years | 34.70 | 52.39 | 66% |
| Returns for 5 years | 32.54 | 59.60 | 55% |
| Returns for 10 years | 26.32 | 104.46 | 25% |
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