NEEIX
Price
$68.57
Change
-$2.00 (-2.83%)
Updated
Oct 7 closing price
Net Assets
160.37M
PEMGX
Price
$44.59
Change
-$0.32 (-0.71%)
Updated
Oct 7 closing price
Net Assets
33.08B
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NEEIX vs PEMGX

Header iconNEEIX vs PEMGX Comparison
Open Charts NEEIX vs PEMGXBanner chart's image
Needham Growth Institutional
Price$68.57
Change-$2.00 (-2.83%)
VolumeN/A
Net Assets160.37M
Principal MidCap A
Price$44.59
Change-$0.32 (-0.71%)
VolumeN/A
Net Assets33.08B
NEEIX vs PEMGX Comparison Chart in %
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NEEIX vs. PEMGX commentary
Oct 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 StrongBuy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. NEEIX (160M). NEEIX (0.00) and PEMGX (0.00) have matching dividends . NEEIX was incepted earlier than PEMGX: NEEIX (9 years) vs PEMGX (20 years). NEEIX (1.47) is less costly to investors than PEMGX (0.91). NEEIX is a more actively managed with annual turnover of: 14.00 vs. PEMGX (10.50). 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 : 4.13 vs. NEEIX (-0.04). PEMGX return over 5 years is better than : 39.26 vs. NEEIX (35.53).
NEEIXPEMGXNEEIX / PEMGX
Total Expense Ratio1.230.91135%
Annual Report Gross Expense Ratio1.470.91162%
Fund Existence9 years20 years-
Gain YTD10.3695.373193%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets160M33.1B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.044.13-1%
Returns for 3 years58.1654.12107%
Returns for 5 years35.5339.2691%
Returns for 10 yearsN/A105.92-
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