PEMGX
Price
$41.11
Change
+$2.98 (+7.82%)
Updated
Apr 9 closing price
Net Assets
28.5B
PMBPX
Price
$41.93
Change
+$3.04 (+7.82%)
Updated
Apr 9 closing price
Net Assets
28.5B
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PEMGX vs PMBPX

Header iconPEMGX vs PMBPX Comparison
Open Charts PEMGX vs PMBPXBanner chart's image
Principal MidCap A
Price$41.11
Change+$2.98 (+7.82%)
VolumeN/A
Net Assets28.5B
Principal MidCap R5
Price$41.93
Change+$3.04 (+7.82%)
VolumeN/A
Net Assets28.5B
PEMGX vs PMBPX Comparison Chart
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PEMGX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX (28.5B) and PMBPX (28.5B) have equal amount of cash in the bank . PMBPX pays higher dividends than PEMGX: PMBPX (0.01) vs PEMGX (0.00). PEMGX was incepted earlier than PMBPX: PEMGX (20 years) vs PMBPX (24 years). PEMGX (0.95) is less costly to investors than PMBPX (0.84). PEMGX (10.50) and PMBPX (10.50) have comparable annual turnover. PMBPX has a lower initial minimum investment than PEMGX: PMBPX (0) vs PEMGX (1000). PMBPX (-4.70) and PEMGX (-4.84) have marching annual gain over last year. PMBPX (53.18) and PEMGX (51.97) have equivalent 5 years return.
PEMGXPMBPXPEMGX / PMBPX
Total Expense Ratio0.950.84113%
Annual Report Gross Expense Ratio0.950.84113%
Fund Existence20 years24 years-
Gain YTD-10.535-10.515100%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B28.5B100%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.84-4.70103%
Returns for 3 years7.968.4394%
Returns for 5 years51.9753.1898%
Returns for 10 years64.1166.8496%
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