PMBJX
Price
$43.16
Change
+$0.31 (+0.72%)
Updated
Oct 3 closing price
Net Assets
33.17B
PMEGX
Price
$62.63
Change
+$0.26 (+0.42%)
Updated
Oct 3 closing price
Net Assets
3.67B
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PMBJX vs PMEGX

Header iconPMBJX vs PMEGX Comparison
Open Charts PMBJX vs PMEGXBanner chart's image
Principal MidCap J
Price$43.16
Change+$0.31 (+0.72%)
VolumeN/A
Net Assets33.17B
T. Rowe Price Instl Mid-Cap Equity Gr
Price$62.63
Change+$0.26 (+0.42%)
VolumeN/A
Net Assets3.67B
PMBJX vs PMEGX Comparison Chart in %
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PMBJX vs. PMEGX commentary
Oct 06, 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 PMEGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. PMEGX (3.67B). PMBJX pays higher dividends than PMEGX: PMBJX (0.06) vs PMEGX (0.04). PMBJX was incepted earlier than PMEGX: PMBJX (25 years) vs PMEGX (29 years). PMBJX (0.78) is less costly to investors than PMEGX (0.61). PMEGX is a more actively managed with annual turnover of: 26.10 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than PMEGX: PMBJX (1000) vs PMEGX (1000000). PMBJX annual gain was more profitable for investors over the last year : 3.74 vs. PMEGX (-8.05). PMBJX return over 5 years is better than : 44.34 vs. PMEGX (-3.51).
PMBJXPMEGXPMBJX / PMEGX
Total Expense Ratio0.780.61128%
Annual Report Gross Expense Ratio0.780.61128%
Fund Existence25 years29 years-
Gain YTD5.7583.589160%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B3.67B905%
Annual Yield % from dividends0.060.04132%
Returns for 1 year3.74-8.05-46%
Returns for 3 years48.0512.93372%
Returns for 5 years44.34-3.51-1,262%
Returns for 10 years110.2941.66265%
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