PEMGX
Price
$44.14
Change
+$0.03 (+0.07%)
Updated
Oct 24 closing price
Net Assets
32.32B
PMBMX
Price
$42.22
Change
+$0.02 (+0.05%)
Updated
Oct 24 closing price
Net Assets
32.32B
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PEMGX vs PMBMX

Header iconPEMGX vs PMBMX Comparison
Open Charts PEMGX vs PMBMXBanner chart's image
Principal MidCap A
Price$44.14
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.32B
Principal MidCap R3
Price$42.22
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets32.32B
PEMGX vs PMBMX Comparison Chart in %
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PEMGX vs. PMBMX commentary
Oct 27, 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 (32.3B) and PMBMX (32.3B) 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 (25 years). PMBMX (1.14) is less costly to investors than PEMGX (0.91). 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 : -0.09 vs. PMBMX (-0.47). PEMGX return over 5 years is better than : 37.64 vs. PMBMX (35.26).
PEMGXPMBMXPEMGX / PMBMX
Total Expense Ratio0.911.1480%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence20 years25 years-
Gain YTD3.5663.354106%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B32.3B100%
Annual Yield % from dividends0.000.02-
Returns for 1 year-0.09-0.4719%
Returns for 3 years47.7746.28103%
Returns for 5 years37.6435.26107%
Returns for 10 years101.1994.79107%
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