PEGEX
Price
$21.65
Change
+$0.19 (+0.89%)
Updated
Jul 25 closing price
Net Assets
2.31B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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PEGEX vs PMBMX

Header iconPEGEX vs PMBMX Comparison
Open Charts PEGEX vs PMBMXBanner chart's image
PGIM Jennison Mid-Cap Growth R2
Price$21.65
Change+$0.19 (+0.89%)
VolumeN/A
Net Assets2.31B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
PEGEX vs PMBMX Comparison Chart in %
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PEGEX vs. PMBMX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. PEGEX (2.31B). PMBMX pays higher dividends than PEGEX: PMBMX (0.02) vs PEGEX (0.00). PEGEX was incepted earlier than PMBMX: PEGEX (8 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 : 13.04 vs. PEGEX (5.10). PMBMX return over 5 years is better than : 52.44 vs. PEGEX (-22.73).
PEGEXPMBMXPEGEX / PMBMX
Total Expense Ratio1.081.1495%
Annual Report Gross Expense Ratio1.381.14121%
Fund Existence8 years25 years-
Gain YTD1.0278.42112%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.31B33.2B7%
Annual Yield % from dividends0.000.02-
Returns for 1 year5.1013.0439%
Returns for 3 years26.9847.2757%
Returns for 5 years-22.7352.44-43%
Returns for 10 yearsN/A97.42-
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