PEMGX
Price
$41.31
Change
+$0.54 (+1.32%)
Updated
Apr 23 closing price
Net Assets
28.46B
PMBJX
Price
$39.57
Change
+$0.52 (+1.33%)
Updated
Apr 23 closing price
Net Assets
28.46B
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PEMGX vs PMBJX

Header iconPEMGX vs PMBJX Comparison
Open Charts PEMGX vs PMBJXBanner chart's image
Principal MidCap A
Price$41.31
Change+$0.54 (+1.32%)
VolumeN/A
Net Assets28.46B
Principal MidCap J
Price$39.57
Change+$0.52 (+1.33%)
VolumeN/A
Net Assets28.46B
PEMGX vs PMBJX Comparison Chart
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PEMGX vs. PMBJX commentary
Apr 24, 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX (28.5B) and PMBJX (28.5B) 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 (24 years). PEMGX (0.95) is less costly to investors than PMBJX (0.82). PEMGX (10.50) and PMBJX (10.50) have comparable annual turnover. PEMGX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX (5.63) and PEMGX (5.62) have marching annual gain over last year. PEMGX (64.59) and PMBJX (64.52) have equivalent 5 years return.
PEMGXPMBJXPEMGX / PMBJX
Total Expense Ratio0.950.82116%
Annual Report Gross Expense Ratio0.950.82116%
Fund Existence20 years24 years-
Gain YTD-4.341-4.313101%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B28.5B100%
Annual Yield % from dividends0.000.06-
Returns for 1 year5.625.63100%
Returns for 3 years20.8420.90100%
Returns for 5 years64.5964.52100%
Returns for 10 years75.8575.34101%
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