PEMGX
Price
$45.71
Change
-$0.08 (-0.17%)
Updated
Sep 15 closing price
Net Assets
33.25B
PMBMX
Price
$43.74
Change
-$0.07 (-0.16%)
Updated
Sep 15 closing price
Net Assets
33.25B
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PEMGX vs PMBMX

Header iconPEMGX vs PMBMX Comparison
Open Charts PEMGX vs PMBMXBanner chart's image
Principal MidCap A
Price$45.71
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets33.25B
Principal MidCap R3
Price$43.74
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets33.25B
PEMGX vs PMBMX Comparison Chart in %
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PEMGX vs. PMBMX commentary
Sep 17, 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX (33.2B) and PMBMX (33.2B) 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 : 7.41 vs. PMBMX (7.01). PEMGX return over 5 years is better than : 45.46 vs. PMBMX (42.97).
PEMGXPMBMXPEMGX / PMBMX
Total Expense Ratio0.911.1480%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence20 years25 years-
Gain YTD7.4387.246103%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B33.2B100%
Annual Yield % from dividends0.000.02-
Returns for 1 year7.417.01106%
Returns for 3 years48.0946.60103%
Returns for 5 years45.4642.97106%
Returns for 10 years111.89105.15106%
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