PEMGX
Price
$41.11
Change
+$2.98 (+7.82%)
Updated
Apr 9 closing price
Net Assets
26.39B
PMBMX
Price
$39.38
Change
+$2.86 (+7.83%)
Updated
Apr 9 closing price
Net Assets
26.39B
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PEMGX vs PMBMX

Header iconPEMGX vs PMBMX Comparison
Open Charts PEMGX vs PMBMXBanner chart's image
Principal MidCap A
Price$41.11
Change+$2.98 (+7.82%)
VolumeN/A
Net Assets26.39B
Principal MidCap R3
Price$39.38
Change+$2.86 (+7.83%)
VolumeN/A
Net Assets26.39B
PEMGX vs PMBMX Comparison Chart
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PEMGX vs. PMBMX commentary
Apr 11, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX (26.4B) and PMBMX (26.4B) have equal amount of cash in the bank . PMBMX pays higher dividends than PEMGX: PMBMX (0.02) vs PEMGX (0.00). PEMGX was incepted earlier than PMBMX: PEMGX (20 years) vs PMBMX (24 years). PMBMX (1.15) is less costly to investors than PEMGX (0.95). PEMGX (10.50) and PMBMX (10.50) have comparable annual turnover. PMBMX has a lower initial minimum investment than PEMGX: PMBMX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : -4.84 vs. PMBMX (-5.20). PEMGX return over 5 years is better than : 51.97 vs. PMBMX (49.40).
PEMGXPMBMXPEMGX / PMBMX
Total Expense Ratio0.951.1583%
Annual Report Gross Expense Ratio0.951.1583%
Fund Existence20 years24 years-
Gain YTD-10.535-10.60099%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets26.4B26.4B100%
Annual Yield % from dividends0.000.02-
Returns for 1 year-4.84-5.2093%
Returns for 3 years7.966.87116%
Returns for 5 years51.9749.40105%
Returns for 10 years64.1158.89109%
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