PBMIX
Price
$7.48
Change
+$0.12 (+1.63%)
Updated
Jun 3 closing price
Net Assets
3.64M
PMBJX
Price
$42.03
Change
+$0.17 (+0.41%)
Updated
Jun 3 closing price
Net Assets
30.8B
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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$7.48
Change+$0.12 (+1.63%)
VolumeN/A
Net Assets3.64M
Principal MidCap J
Price$42.03
Change+$0.17 (+0.41%)
VolumeN/A
Net Assets30.8B
PBMIX vs PMBJX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. PBMIX (3.64M). PMBJX pays higher dividends than PBMIX: PMBJX (0.06) vs PBMIX (0.00). PBMIX was incepted earlier than PMBJX: PBMIX (4 years) vs PMBJX (24 years). PBMIX (1.70) is less costly to investors than PMBJX (0.78). PBMIX is a more actively managed with annual turnover of: 61.00 vs. PMBJX (10.50). 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 : 10.95 vs. PBMIX (-1.74).
PBMIXPMBJXPBMIX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.700.78218%
Fund Existence4 years24 years-
Gain YTD-9.5822.573-372%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64M30.8B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year-1.7410.95-16%
Returns for 3 years4.8435.0714%
Returns for 5 yearsN/A47.64-
Returns for 10 yearsN/A89.82-
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