PMBJX
Price
$41.54
Change
-$0.04 (-0.10%)
Updated
May 22 closing price
Net Assets
30.54B
POAGX
Price
$42.96
Change
+$0.02 (+0.05%)
Updated
May 22 closing price
Net Assets
6.03B
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PMBJX vs POAGX

Header iconPMBJX vs POAGX Comparison
Open Charts PMBJX vs POAGXBanner chart's image
Principal MidCap J
Price$41.54
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets30.54B
PRIMECAP Odyssey Aggressive Growth
Price$42.96
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets6.03B
PMBJX vs POAGX Comparison Chart
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PMBJX vs. POAGX commentary
May 23, 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 POAGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.5B vs. POAGX (6.04B). PMBJX pays higher dividends than POAGX: PMBJX (0.06) vs POAGX (0.03). PMBJX was incepted earlier than POAGX: PMBJX (24 years) vs POAGX (21 years). PMBJX (0.78) is less costly to investors than POAGX (0.66). PMBJX is a more actively managed with annual turnover of: 10.50 vs. POAGX (9.00). PMBJX has a lower initial minimum investment than POAGX: PMBJX (1000) vs POAGX (2000). PMBJX annual gain was more profitable for investors over the last year : 7.81 vs. POAGX (-5.31). PMBJX return over 5 years is better than : 61.76 vs. POAGX (3.92).
PMBJXPOAGXPMBJX / POAGX
Total Expense Ratio0.780.66118%
Annual Report Gross Expense Ratio0.780.66118%
Fund Existence24 years21 years-
Gain YTD1.887-2.564-74%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets30.5B6.04B505%
Annual Yield % from dividends0.060.03222%
Returns for 1 year7.81-5.31-147%
Returns for 3 years40.618.07503%
Returns for 5 years61.763.921,577%
Returns for 10 years86.2821.50401%
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