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PEMGX vs PHPPX
PEMGX vs PHPPX Comparison
Open Charts PEMGX vs PHPPX
Principal MidCap Growth R5
Price$10.96
Change+$0.20 (+1.86%)
VolumeN/A
Net Assets167.53M
PEMGX vs PHPPX Comparison Chart
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PEMGX vs. PHPPX commentary
Apr 03, 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: 29.5B vs. PHPPX (168M). PEMGX (0.00) and PHPPX (0.00) have matching dividends . PEMGX was incepted earlier than PHPPX: PEMGX (20 years) vs PHPPX (24 years). PEMGX (0.95) and PHPPX (0.93) 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). PEMGX annual gain was more profitable for investors over the last year : 6.81 vs. PHPPX (0.94). PEMGX return over 5 years is better than : 99.81 vs. PHPPX (55.94).
| PEMGX | PHPPX | PEMGX / PHPPX | |
| Total Expense Ratio | 0.95 | 0.93 | 102% |
| Annual Report Gross Expense Ratio | 0.95 | 0.93 | 102% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 0.094 | -11.074 | -1% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 168M | 17,560% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.81 | 0.94 | 726% |
| Returns for 3 years | 19.03 | -4.86 | -391% |
| Returns for 5 years | 99.81 | 55.94 | 178% |
| Returns for 10 years | 85.20 | 39.57 | 215% |