PEGEX
Price
$20.30
Change
-$0.34 (-1.65%)
Updated
Jun 13 closing price
Net Assets
2.25B
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
31.03B
Interact to see
Advertisement

PEGEX vs PMBMX

Header iconPEGEX vs PMBMX Comparison
Open Charts PEGEX vs PMBMXBanner chart's image
PGIM Jennison Mid-Cap Growth R2
Price$20.30
Change-$0.34 (-1.65%)
VolumeN/A
Net Assets2.25B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets31.03B
PEGEX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PEGEX vs. PMBMX 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 PMBMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31B vs. PEGEX (2.25B). PMBMX pays higher dividends than PEGEX: PMBMX (0.02) vs PEGEX (0.00). PEGEX was incepted earlier than PMBMX: PEGEX (7 years) vs PMBMX (25 years). PEGEX (1.38) is less costly to investors than PMBMX (1.14). PEGEX is a more actively managed with annual turnover of: 61.00 vs. PMBMX (10.50). PEGEX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 11.39 vs. PEGEX (-1.10). PMBMX return over 5 years is better than : 52.90 vs. PEGEX (-19.34).
PEGEXPMBMXPEGEX / PMBMX
Total Expense Ratio1.081.1495%
Annual Report Gross Expense Ratio1.381.14121%
Fund Existence7 years25 years-
Gain YTD-3.6863.354-110%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.25B31B7%
Annual Yield % from dividends0.000.02-
Returns for 1 year-1.1011.39-10%
Returns for 3 years28.6049.6458%
Returns for 5 years-19.3452.90-37%
Returns for 10 yearsN/A86.36-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
JGH12.67N/A
+0.03%
NUVEEN GLOBAL HIGH Income FUND
MBND26.94-0.01
-0.04%
SPDR® Nuveen Municipal Bond ETF
EMB90.91-0.58
-0.63%
iShares JP Morgan USD Em Mkts Bd ETF
FJUL49.99-0.48
-0.96%
FT Vest US Equity Buffer ETF Jul
CGO11.33-0.12
-1.05%
Calamos Global Total Return Fund