NEEIX
Price
$52.83
Change
+$0.32 (+0.61%)
Updated
Apr 25 closing price
Net Assets
137.3M
PMBPX
Price
$42.54
Change
-$0.21 (-0.49%)
Updated
Apr 25 closing price
Net Assets
29.18B
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NEEIX vs PMBPX

Header iconNEEIX vs PMBPX Comparison
Open Charts NEEIX vs PMBPXBanner chart's image
Needham Growth Institutional
Price$52.83
Change+$0.32 (+0.61%)
VolumeN/A
Net Assets137.3M
Principal MidCap R5
Price$42.54
Change-$0.21 (-0.49%)
VolumeN/A
Net Assets29.18B
NEEIX vs PMBPX Comparison Chart
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NEEIX vs. PMBPX commentary
Apr 28, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.2B vs. NEEIX (137M). PMBPX pays higher dividends than NEEIX: PMBPX (0.01) vs NEEIX (0.00). NEEIX was incepted earlier than PMBPX: NEEIX (8 years) vs PMBPX (24 years). NEEIX (1.50) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. NEEIX (9.00). 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 : 8.03 vs. NEEIX (-22.53). PMBPX return over 5 years is better than : 69.63 vs. NEEIX (34.12).
NEEIXPMBPXNEEIX / PMBPX
Total Expense Ratio1.210.84144%
Annual Report Gross Expense Ratio1.500.84179%
Fund Existence8 years24 years-
Gain YTD-17.376-2.117821%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets137M29.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year-22.538.03-280%
Returns for 3 years3.4126.3513%
Returns for 5 years34.1269.6349%
Returns for 10 yearsN/A83.99-
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