PMBJX
Price
$43.04
Change
-$0.12 (-0.28%)
Updated
Oct 6 closing price
Net Assets
33.17B
PMBPX
Price
$45.84
Change
-$0.13 (-0.28%)
Updated
Oct 6 closing price
Net Assets
33.17B
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PMBJX vs PMBPX

Header iconPMBJX vs PMBPX Comparison
Open Charts PMBJX vs PMBPXBanner chart's image
Principal MidCap J
Price$43.04
Change-$0.12 (-0.28%)
VolumeN/A
Net Assets33.17B
Principal MidCap R5
Price$45.84
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.17B
PMBJX vs PMBPX Comparison Chart in %
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VS
PMBJX vs. PMBPX commentary
Oct 08, 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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX (33.2B) and PMBPX (33.2B) 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 : 3.33 vs. PMBJX (3.14). PMBPX (42.47) and PMBJX (41.27) have equivalent 5 years return.
PMBJXPMBPXPMBJX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.780.8394%
Fund Existence25 years25 years-
Gain YTD5.7585.775100%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B33.2B100%
Annual Yield % from dividends0.060.01741%
Returns for 1 year3.143.3394%
Returns for 3 years54.6255.2699%
Returns for 5 years41.2742.4797%
Returns for 10 years105.90110.0296%
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