PEMGX
Price
$43.41
Change
+$0.36 (+0.84%)
Updated
May 8 closing price
Net Assets
30.17B
TAAGX
Price
$11.25
Change
+$0.20 (+1.81%)
Updated
May 8 closing price
Net Assets
74.49M
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PEMGX vs TAAGX

Header iconPEMGX vs TAAGX Comparison
Open Charts PEMGX vs TAAGXBanner chart's image
Principal MidCap A
Price$43.41
Change+$0.36 (+0.84%)
VolumeN/A
Net Assets30.17B
Timothy Plan Small/Mid Cap Growth Cl A
Price$11.25
Change+$0.20 (+1.81%)
VolumeN/A
Net Assets74.49M
PEMGX vs TAAGX Comparison Chart
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PEMGX vs. TAAGX commentary
May 09, 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 TAAGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.2B vs. TAAGX (74.5M). TAAGX pays higher dividends than PEMGX: TAAGX (0.24) vs PEMGX (0.00). PEMGX was incepted earlier than TAAGX: PEMGX (20 years) vs TAAGX (25 years). TAAGX (1.59) is less costly to investors than PEMGX (0.91). TAAGX is a more actively managed with annual turnover of: 95.00 vs. PEMGX (10.50). PEMGX (6%) and TAAGX (6%) have equivalent initial investment costs. PEMGX (1000) and TAAGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 8.82 vs. TAAGX (-10.27). PEMGX return over 5 years is better than : 63.50 vs. TAAGX (31.81).
PEMGXTAAGXPEMGX / TAAGX
Total Expense Ratio0.911.4961%
Annual Report Gross Expense Ratio0.911.5957%
Fund Existence20 years25 years-
Gain YTD1.009-10.236-10%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets30.2B74.5M40,537%
Annual Yield % from dividends0.000.24-
Returns for 1 year8.82-10.27-86%
Returns for 3 years40.7824.41167%
Returns for 5 years63.5031.81200%
Returns for 10 years87.8621.67405%
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