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PEMGX vs PHPPX
PEMGX vs PHPPX Comparison
Open Charts PEMGX vs PHPPX
Principal MidCap Growth R5
Price$12.05
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets185.3M
PEMGX vs PHPPX Comparison Chart
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PEMGX vs. PHPPX commentary
Jun 04, 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 PEMGX is a Buy and PHPPX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. PHPPX (185M). PEMGX (0.00) and PHPPX (0.00) have matching dividends . PEMGX was incepted earlier than PHPPX: PEMGX (20 years) vs PHPPX (25 years). PHPPX (0.93) and PEMGX (0.91) have similar cost to investors . PHPPX is a more actively managed with annual turnover of: 149.50 vs. PEMGX (10.50). PHPPX has a lower initial minimum investment than PEMGX: PHPPX (0) vs PEMGX (1000). PHPPX annual gain was more profitable for investors over the last year : 17.12 vs. PEMGX (10.94). PEMGX return over 5 years is better than : 47.69 vs. PHPPX (23.66).
| PEMGX | PHPPX | PEMGX / PHPPX | |
| Total Expense Ratio | 0.91 | 0.93 | 98% |
| Annual Report Gross Expense Ratio | 0.91 | 0.93 | 98% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 2.534 | -1.074 | -236% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8B | 185M | 16,649% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.94 | 17.12 | 64% |
| Returns for 3 years | 35.00 | 25.87 | 135% |
| Returns for 5 years | 47.69 | 23.66 | 202% |
| Returns for 10 years | 90.37 | 53.67 | 168% |
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