NEEIX
Price
$62.14
Change
-$0.71 (-1.13%)
Updated
Jul 11 closing price
Net Assets
156.37M
PMBPX
Price
$45.91
Change
-$0.41 (-0.89%)
Updated
Jul 11 closing price
Net Assets
32.25B
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NEEIX vs PMBPX

Header iconNEEIX vs PMBPX Comparison
Open Charts NEEIX vs PMBPXBanner chart's image
Needham Growth Institutional
Price$62.14
Change-$0.71 (-1.13%)
VolumeN/A
Net Assets156.37M
Principal MidCap R5
Price$45.91
Change-$0.41 (-0.89%)
VolumeN/A
Net Assets32.25B
NEEIX vs PMBPX Comparison Chart in %
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NEEIX vs. PMBPX commentary
Jul 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 NEEIX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.2B vs. NEEIX (156M). PMBPX pays higher dividends than NEEIX: PMBPX (0.01) vs NEEIX (0.00). NEEIX was incepted earlier than PMBPX: NEEIX (9 years) vs PMBPX (25 years). NEEIX (1.47) is less costly to investors than PMBPX (0.83). NEEIX is a more actively managed with annual turnover of: 14.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than NEEIX: PMBPX (0) vs NEEIX (100000). PMBPX annual gain was more profitable for investors over the last year : 12.76 vs. NEEIX (-17.14). PMBPX return over 5 years is better than : 57.83 vs. NEEIX (35.45).
NEEIXPMBPXNEEIX / PMBPX
Total Expense Ratio1.230.83148%
Annual Report Gross Expense Ratio1.470.83177%
Fund Existence9 years25 years-
Gain YTD-1.7056.581-26%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets156M32.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year-17.1412.76-134%
Returns for 3 years36.3052.4869%
Returns for 5 years35.4557.8361%
Returns for 10 yearsN/A100.34-
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