PMBJX
Price
$42.31
Change
+$0.03 (+0.07%)
Updated
Oct 24 closing price
Net Assets
32.32B
PMBPX
Price
$45.04
Change
-$0.02 (-0.04%)
Updated
Oct 27 closing price
Net Assets
32.32B
Interact to see
Advertisement

PMBJX vs PMBPX

Header iconPMBJX vs PMBPX Comparison
Open Charts PMBJX vs PMBPXBanner chart's image
Principal MidCap J
Price$42.31
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.32B
Principal MidCap R5
Price$45.04
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets32.32B
PMBJX vs PMBPX Comparison Chart in %
View a ticker or compare two or three
VS
PMBJX vs. PMBPX commentary
Oct 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 PMBJX is a Buy and PMBPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX (32.3B) and PMBPX (32.3B) have equal amount of cash in the bank . PMBJX pays higher dividends than PMBPX: PMBJX (0.06) vs PMBPX (0.01). PMBJX was incepted earlier than PMBPX: PMBJX (25 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than PMBJX (0.78). PMBJX (10.50) and PMBPX (10.50) have comparable annual turnover. PMBPX has a lower initial minimum investment than PMBJX: PMBPX (0) vs PMBJX (1000). PMBPX annual gain was more profitable for investors over the last year : 0.48 vs. PMBJX (-0.08). PMBPX return over 5 years is better than : 48.14 vs. PMBJX (37.59).
PMBJXPMBPXPMBJX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.780.8394%
Fund Existence25 years25 years-
Gain YTD3.6763.682100%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B32.3B100%
Annual Yield % from dividends0.060.01741%
Returns for 1 year-0.080.48-17%
Returns for 3 years47.8743.51110%
Returns for 5 years37.5948.1478%
Returns for 10 years100.61102.5598%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GEMD42.470.13
+0.30%
Goldman Sachs Access Emrg Mkts USD BdETF
SELV31.500.06
+0.18%
SEI Enhanced Low Volatil US Lg Cap ETF
SPIB34.050.05
+0.15%
SPDR® Portfolio Interm Term Corp Bd ETF
NAIL65.54-0.86
-1.30%
Direxion Daily Hmbldrs&Supls Bull 3X ETF
MSTZ6.03-0.18
-2.90%
T-REX 2X Inverse MSTR Daily Target ETF