PEGEX
Price
$21.80
Change
+$0.14 (+0.65%)
Updated
Sep 4 closing price
Net Assets
2.29B
PMBJX
Price
$43.69
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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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$21.80
Change+$0.14 (+0.65%)
VolumeN/A
Net Assets2.29B
Principal MidCap J
Price$43.69
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.13B
PEGEX vs PMBJX Comparison Chart in %
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PEGEX vs. PMBJX commentary
Sep 07, 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: 33.1B vs. PEGEX (2.29B). PMBJX pays higher dividends than PEGEX: PMBJX (0.06) vs PEGEX (0.00). PEGEX was incepted earlier than PMBJX: PEGEX (8 years) vs PMBJX (25 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 : 9.02 vs. PEGEX (5.83). PMBJX return over 5 years is better than : 46.26 vs. PEGEX (-24.62).
PEGEXPMBJXPEGEX / PMBJX
Total Expense Ratio1.080.78138%
Annual Report Gross Expense Ratio1.380.78177%
Fund Existence8 years25 years-
Gain YTD1.7277.05724%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.29B33.1B7%
Annual Yield % from dividends0.000.06-
Returns for 1 year5.839.0265%
Returns for 3 years25.3645.5356%
Returns for 5 years-24.6246.26-53%
Returns for 10 yearsN/A107.65-
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