PEMGX
Price
$44.59
Change
-$0.32 (-0.71%)
Updated
Oct 7 closing price
Net Assets
33.08B
PMBJX
Price
$42.74
Change
-$0.30 (-0.70%)
Updated
Oct 7 closing price
Net Assets
33.08B
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PEMGX vs PMBJX

Header iconPEMGX vs PMBJX Comparison
Open Charts PEMGX vs PMBJXBanner chart's image
Principal MidCap A
Price$44.59
Change-$0.32 (-0.71%)
VolumeN/A
Net Assets33.08B
Principal MidCap J
Price$42.74
Change-$0.30 (-0.70%)
VolumeN/A
Net Assets33.08B
PEMGX vs PMBJX Comparison Chart in %
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PEMGX vs. PMBJX commentary
Oct 08, 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX (33.1B) and PMBJX (33.1B) have equal amount of cash in the bank . PMBJX pays higher dividends than PEMGX: PMBJX (0.06) vs PEMGX (0.00). PEMGX was incepted earlier than PMBJX: PEMGX (20 years) vs PMBJX (25 years). PEMGX (0.91) is less costly to investors than PMBJX (0.78). PEMGX (10.50) and PMBJX (10.50) have comparable annual turnover. PEMGX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PEMGX (4.13) and PMBJX (4.12) have marching annual gain over last year. PEMGX (39.26) and PMBJX (39.19) have equivalent 5 years return.
PEMGXPMBJXPEMGX / PMBJX
Total Expense Ratio0.910.78117%
Annual Report Gross Expense Ratio0.910.78117%
Fund Existence20 years25 years-
Gain YTD5.3735.46498%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B33.1B100%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.134.12100%
Returns for 3 years54.1254.19100%
Returns for 5 years39.2639.19100%
Returns for 10 years105.92105.33101%
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