NEEGX
Price
$47.28
Change
+$0.67 (+1.44%)
Updated
Apr 11 closing price
Net Assets
127.7M
PMBPX
Price
$41.48
Change
+$0.71 (+1.74%)
Updated
Apr 11 closing price
Net Assets
27.72B
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NEEGX vs PMBPX

Header iconNEEGX vs PMBPX Comparison
Open Charts NEEGX vs PMBPXBanner chart's image
Needham Growth Retail
Price$47.28
Change+$0.67 (+1.44%)
VolumeN/A
Net Assets127.7M
Principal MidCap R5
Price$41.48
Change+$0.71 (+1.74%)
VolumeN/A
Net Assets27.72B
NEEGX vs PMBPX Comparison Chart
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NEEGX vs. PMBPX commentary
Apr 12, 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 Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 27.7B vs. NEEGX (128M). 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 (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. NEEGX (9.00). 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 : 1.60 vs. NEEGX (-32.80). PMBPX return over 5 years is better than : 60.59 vs. NEEGX (26.86).
NEEGXPMBPXNEEGX / PMBPX
Total Expense Ratio1.750.84208%
Annual Report Gross Expense Ratio1.790.84213%
Fund Existence29 years24 years-
Gain YTD-23.615-6.190382%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets128M27.7B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year-32.801.60-2,046%
Returns for 3 years-11.0816.16-69%
Returns for 5 years26.8660.5944%
Returns for 10 years-3.9475.51-5%
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