PEGEX
Price
$20.30
Change
-$0.34 (-1.65%)
Updated
Jun 13 closing price
Net Assets
2.25B
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
31.03B
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PEGEX vs PMBJX

Header iconPEGEX vs PMBJX Comparison
Open Charts PEGEX vs PMBJXBanner chart's image
PGIM Jennison Mid-Cap Growth R2
Price$20.30
Change-$0.34 (-1.65%)
VolumeN/A
Net Assets2.25B
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets31.03B
PEGEX vs PMBJX Comparison Chart
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PEGEX vs. PMBJX commentary
Jun 14, 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 PEGEX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31B vs. PEGEX (2.25B). PMBJX pays higher dividends than PEGEX: PMBJX (0.06) vs PEGEX (0.00). PEGEX was incepted earlier than PMBJX: PEGEX (7 years) vs PMBJX (24 years). PEGEX (1.38) is less costly to investors than PMBJX (0.78). PEGEX is a more actively managed with annual turnover of: 61.00 vs. PMBJX (10.50). PEGEX has a lower initial minimum investment than PMBJX: PEGEX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 11.81 vs. PEGEX (-1.10). PMBJX return over 5 years is better than : 55.48 vs. PEGEX (-19.34).
PEGEXPMBJXPEGEX / PMBJX
Total Expense Ratio1.080.78138%
Annual Report Gross Expense Ratio1.380.78177%
Fund Existence7 years24 years-
Gain YTD-3.6863.529-104%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.25B31B7%
Annual Yield % from dividends0.000.06-
Returns for 1 year-1.1011.81-9%
Returns for 3 years28.6051.2556%
Returns for 5 years-19.3455.48-35%
Returns for 10 yearsN/A91.84-
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