PMBJX
Price
$39.57
Change
+$0.52 (+1.33%)
Updated
Apr 23 closing price
Net Assets
28.46B
PMEGX
Price
$53.99
Change
+$0.80 (+1.50%)
Updated
Apr 23 closing price
Net Assets
3.8B
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PMBJX vs PMEGX

Header iconPMBJX vs PMEGX Comparison
Open Charts PMBJX vs PMEGXBanner chart's image
Principal MidCap J
Price$39.57
Change+$0.52 (+1.33%)
VolumeN/A
Net Assets28.46B
T. Rowe Price Instl Mid-Cap Equity Gr
Price$53.99
Change+$0.80 (+1.50%)
VolumeN/A
Net Assets3.8B
PMBJX vs PMEGX Comparison Chart
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PMBJX vs. PMEGX 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 PMEGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.5B vs. PMEGX (3.8B). PMBJX pays higher dividends than PMEGX: PMBJX (0.06) vs PMEGX (0.05). PMBJX was incepted earlier than PMEGX: PMBJX (24 years) vs PMEGX (29 years). PMBJX (0.82) is less costly to investors than PMEGX (0.61). PMEGX is a more actively managed with annual turnover of: 28.60 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 : 5.63 vs. PMEGX (-17.65). PMBJX return over 5 years is better than : 64.52 vs. PMEGX (2.93).
PMBJXPMEGXPMBJX / PMEGX
Total Expense Ratio0.820.61134%
Annual Report Gross Expense Ratio0.820.61134%
Fund Existence24 years29 years-
Gain YTD-4.313-12.02436%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B3.8B750%
Annual Yield % from dividends0.060.05128%
Returns for 1 year5.63-17.65-32%
Returns for 3 years20.90-12.59-166%
Returns for 5 years64.522.932,204%
Returns for 10 years75.3414.87507%
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