PEGEX
Price
$17.66
Change
+$0.05 (+0.28%)
Updated
Apr 17 closing price
Net Assets
1.97B
PMBMX
Price
$38.99
Change
+$0.14 (+0.36%)
Updated
Apr 17 closing price
Net Assets
28.23B
Ad is loading...

PEGEX vs PMBMX

Header iconPEGEX vs PMBMX Comparison
Open Charts PEGEX vs PMBMXBanner chart's image
PGIM Jennison Mid-Cap Growth R2
Price$17.66
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.97B
Principal MidCap R3
Price$38.99
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets28.23B
PEGEX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PEGEX vs. PMBMX commentary
Apr 18, 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 Hold and PMBMX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.2B vs. PEGEX (1.97B). PMBMX pays higher dividends than PEGEX: PMBMX (0.02) vs PEGEX (0.00). PEGEX was incepted earlier than PMBMX: PEGEX (7 years) vs PMBMX (24 years). PEGEX (1.38) is less costly to investors than PMBMX (1.15). 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 : 7.29 vs. PEGEX (-12.34). PMBMX return over 5 years is better than : 59.23 vs. PEGEX (-23.73).
PEGEXPMBMXPEGEX / PMBMX
Total Expense Ratio1.081.1594%
Annual Report Gross Expense Ratio1.381.15120%
Fund Existence7 years24 years-
Gain YTD-16.472-3.550464%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.97B28.2B7%
Annual Yield % from dividends0.000.02-
Returns for 1 year-12.347.29-169%
Returns for 3 years-10.4117.46-60%
Returns for 5 years-23.7359.23-40%
Returns for 10 yearsN/A73.76-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AWAAX19.82N/A
N/A
AB Wealth Appreciation Strategy A
BROKX19.92N/A
N/A
BlackRock Advantage International K
WPOIX11.19N/A
N/A
Weitz Partners III Opportunity Investor
SAOTX9.87N/A
N/A
AllianceBern Overlay A 2
SMNAX28.13N/A
N/A
Steward Equity Market Neutral A