NEEIX
Price
$47.75
Change
+$0.63 (+1.34%)
Updated
Apr 7 closing price
Net Assets
124.74M
PEMGX
Price
$38.63
Change
-$0.37 (-0.95%)
Updated
Apr 7 closing price
Net Assets
26.99B
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NEEIX vs PEMGX

Header iconNEEIX vs PEMGX Comparison
Open Charts NEEIX vs PEMGXBanner chart's image
Needham Growth Institutional
Price$47.75
Change+$0.63 (+1.34%)
VolumeN/A
Net Assets124.74M
Principal MidCap A
Price$38.63
Change-$0.37 (-0.95%)
VolumeN/A
Net Assets26.99B
NEEIX vs PEMGX Comparison Chart
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NEEIX vs. PEMGX commentary
Apr 08, 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 NEEIX is a Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 27B vs. NEEIX (125M). NEEIX (0.00) and PEMGX (0.00) have matching dividends . NEEIX was incepted earlier than PEMGX: NEEIX (8 years) vs PEMGX (20 years). NEEIX (1.50) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 vs. NEEIX (9.00). PEMGX has a lower initial minimum investment than NEEIX: PEMGX (1000) vs NEEIX (100000). PEMGX annual gain was more profitable for investors over the last year : -1.24 vs. NEEIX (-34.72). PEMGX return over 5 years is better than : 82.67 vs. NEEIX (41.42).
NEEIXPEMGXNEEIX / PEMGX
Total Expense Ratio1.210.95127%
Annual Report Gross Expense Ratio1.500.95158%
Fund Existence8 years20 years-
Gain YTD-26.306-8.494310%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets125M27B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year-34.72-1.242,798%
Returns for 3 years-18.318.97-204%
Returns for 5 years41.4282.6750%
Returns for 10 yearsN/A69.31-
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