PEGEX
Price
$20.18
Change
+$0.01 (+0.05%)
Updated
May 22 closing price
Net Assets
2.22B
PMBJX
Price
$41.54
Change
-$0.04 (-0.10%)
Updated
May 22 closing price
Net Assets
30.54B
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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$20.18
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.22B
Principal MidCap J
Price$41.54
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets30.54B
PEGEX vs PMBJX Comparison Chart
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PEGEX vs. PMBJX commentary
May 23, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.5B vs. PEGEX (2.22B). 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 : 7.81 vs. PEGEX (-3.72). PMBJX return over 5 years is better than : 61.76 vs. PEGEX (-19.58).
PEGEXPMBJXPEGEX / PMBJX
Total Expense Ratio1.080.78138%
Annual Report Gross Expense Ratio1.380.78177%
Fund Existence7 years24 years-
Gain YTD-5.8801.887-312%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.22B30.5B7%
Annual Yield % from dividends0.000.06-
Returns for 1 year-3.727.81-48%
Returns for 3 years18.0240.6144%
Returns for 5 years-19.5861.76-32%
Returns for 10 yearsN/A86.28-
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