PMBJX
Price
$39.57
Change
+$0.52 (+1.33%)
Updated
Apr 23 closing price
Net Assets
28.46B
PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
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PMBJX vs PMBPX

Header iconPMBJX vs PMBPX Comparison
Open Charts PMBJX vs PMBPXBanner chart's image
Principal MidCap J
Price$39.57
Change+$0.52 (+1.33%)
VolumeN/A
Net Assets28.46B
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
PMBJX vs PMBPX Comparison Chart
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PMBJX vs. PMBPX commentary
Apr 24, 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.

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FUNDAMENTALS
Fundamentals
PMBJX (28.5B) and PMBPX (28.5B) 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 (24 years) vs PMBPX (24 years). PMBPX (0.84) and PMBJX (0.82) have similar cost to investors . 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 (5.76) and PMBJX (5.63) have marching annual gain over last year. PMBPX (65.80) and PMBJX (64.52) have equivalent 5 years return.
PMBJXPMBPXPMBJX / PMBPX
Total Expense Ratio0.820.8498%
Annual Report Gross Expense Ratio0.820.8498%
Fund Existence24 years24 years-
Gain YTD-4.313-4.326100%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B28.5B100%
Annual Yield % from dividends0.060.01741%
Returns for 1 year5.635.7698%
Returns for 3 years20.9021.3498%
Returns for 5 years64.5265.8098%
Returns for 10 years75.3478.7696%
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