PEMGX
Price
$43.84
Change
-$0.04 (-0.09%)
Updated
Jun 4 closing price
Net Assets
30.91B
TAAGX
Price
$12.05
Change
+$0.05 (+0.42%)
Updated
Jun 4 closing price
Net Assets
74.77M
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PEMGX vs TAAGX

Header iconPEMGX vs TAAGX Comparison
Open Charts PEMGX vs TAAGXBanner chart's image
Principal MidCap A
Price$43.84
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets30.91B
Timothy Plan Small/Mid Cap Growth Cl A
Price$12.05
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets74.77M
PEMGX vs TAAGX Comparison Chart
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PEMGX vs. TAAGX commentary
Jun 06, 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: 30.9B vs. TAAGX (74.8M). TAAGX pays higher dividends than PEMGX: TAAGX (0.22) 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 : 11.40 vs. TAAGX (-1.92). PEMGX return over 5 years is better than : 45.11 vs. TAAGX (35.10).
PEMGXTAAGXPEMGX / TAAGX
Total Expense Ratio0.911.4961%
Annual Report Gross Expense Ratio0.911.5957%
Fund Existence20 years25 years-
Gain YTD2.956-2.518-117%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B74.8M41,310%
Annual Yield % from dividends0.000.22-
Returns for 1 year11.40-1.92-593%
Returns for 3 years35.5623.45152%
Returns for 5 years45.1135.10128%
Returns for 10 years91.1529.71307%
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