PBMIX
Price
$7.87
Change
-$0.32 (-3.91%)
Updated
Feb 21 closing price
Net Assets
7.42M
PMBJX
Price
$41.58
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
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PBMIX vs PMBJX

Header iconPBMIX vs PMBJX Comparison
Open Charts PBMIX vs PMBJXBanner chart's image
Polen US SMID Company Growth Instl
Price$7.87
Change-$0.32 (-3.91%)
VolumeN/A
Net Assets7.42M
Principal MidCap J
Price$41.58
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
PBMIX vs PMBJX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.6B vs. PBMIX (7.42M). PBMIX (0.00) and PMBJX (0.00) have matching dividends . PBMIX was incepted earlier than PMBJX: PBMIX (4 years) vs PMBJX (24 years). PBMIX is a more actively managed with annual turnover of: 61.00 vs. PMBJX (10.10). PMBJX has a lower initial minimum investment than PBMIX: PMBJX (1000) vs PBMIX (100000). PMBJX annual gain was more profitable for investors over the last year : 12.32 vs. PBMIX (-0.63).
PBMIXPMBJXPBMIX / PMBJX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence4 years24 years-
Gain YTD-3.3171.887-176%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets7.42M29.6B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.6312.32-5%
Returns for 3 years-9.7527.43-36%
Returns for 5 yearsN/A34.04-
Returns for 10 yearsN/A88.55-
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