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PEGEX vs PMBMX
PEGEX vs PMBMX Comparison
Open Charts PEGEX vs PMBMX
PGIM Jennison Mid-Cap Growth R2
Price$20.18
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.22B
PEGEX vs PMBMX Comparison Chart
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PEGEX vs. PMBMX 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 PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.5B vs. PEGEX (2.22B). 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 (1.14). 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 : 7.41 vs. PEGEX (-3.72). PMBMX return over 5 years is better than : 59.03 vs. PEGEX (-19.58).
| PEGEX | PMBMX | PEGEX / PMBMX | |
| Total Expense Ratio | 1.08 | 1.14 | 95% |
| Annual Report Gross Expense Ratio | 1.38 | 1.14 | 121% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -5.880 | 1.738 | -338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 30.5B | 7% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -3.72 | 7.41 | -50% |
| Returns for 3 years | 18.02 | 39.07 | 46% |
| Returns for 5 years | -19.58 | 59.03 | -33% |
| Returns for 10 years | N/A | 80.97 | - |
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