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PHPPX vs PMBJX
PHPPX vs PMBJX Comparison
Open Charts PHPPX vs PMBJX
Principal MidCap Growth R5
Price$13.28
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets194.73M
PHPPX vs PMBJX Comparison Chart in %
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PHPPX vs. PMBJX commentary
Sep 16, 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 PHPPX is a Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. PHPPX (195M). PMBJX pays higher dividends than PHPPX: PMBJX (0.06) vs PHPPX (0.00). PHPPX was incepted earlier than PMBJX: PHPPX (25 years) vs PMBJX (25 years). PHPPX (0.93) is less costly to investors than PMBJX (0.78). PHPPX is a more actively managed with annual turnover of: 149.50 vs. PMBJX (10.50). PHPPX has a lower initial minimum investment than PMBJX: PHPPX (0) vs PMBJX (1000). PHPPX annual gain was more profitable for investors over the last year : 25.66 vs. PMBJX (7.40). PMBJX return over 5 years is better than : 45.39 vs. PHPPX (19.78).
| PHPPX | PMBJX | PHPPX / PMBJX | |
| Total Expense Ratio | 0.93 | 0.78 | 119% |
| Annual Report Gross Expense Ratio | 0.93 | 0.78 | 119% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 10.083 | 7.523 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 33.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 25.66 | 7.40 | 347% |
| Returns for 3 years | 42.61 | 48.13 | 89% |
| Returns for 5 years | 19.78 | 45.39 | 44% |
| Returns for 10 years | 75.04 | 111.24 | 67% |
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