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PGWIX vs PMBPX
PGWIX vs PMBPX Comparison
Open Charts PGWIX vs PMBPX
Principal MidCap Growth Inst
Price$10.46
Change+$0.07 (+0.67%)
VolumeN/A
Net Assets168.45M
PGWIX vs PMBPX Comparison Chart
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PGWIX vs. PMBPX commentary
Apr 28, 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 PGWIX is a Buy and PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.2B vs. PGWIX (168M). PMBPX pays higher dividends than PGWIX: PMBPX (0.01) vs PGWIX (0.00). PGWIX was incepted earlier than PMBPX: PGWIX (24 years) vs PMBPX (24 years). PMBPX (0.84) is less costly to investors than PGWIX (0.79). PGWIX is a more actively managed with annual turnover of: 149.50 vs. PMBPX (10.50). PGWIX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 8.03 vs. PGWIX (5.98). PMBPX return over 5 years is better than : 69.63 vs. PGWIX (30.42).
| PGWIX | PMBPX | PGWIX / PMBPX | |
| Total Expense Ratio | 0.75 | 0.84 | 89% |
| Annual Report Gross Expense Ratio | 0.79 | 0.84 | 94% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -10.598 | -2.117 | 501% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 29.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 5.98 | 8.03 | 74% |
| Returns for 3 years | 8.17 | 26.35 | 31% |
| Returns for 5 years | 30.42 | 69.63 | 44% |
| Returns for 10 years | 41.84 | 83.99 | 50% |
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