PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
POAGX
Price
$44.50
Change
-$0.65 (-1.44%)
Updated
Jun 13 closing price
Net Assets
6.19B
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PMBJX vs POAGX

Header iconPMBJX vs POAGX Comparison
Open Charts PMBJX vs POAGXBanner chart's image
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
PRIMECAP Odyssey Aggressive Growth
Price$44.50
Change-$0.65 (-1.44%)
VolumeN/A
Net Assets6.19B
PMBJX vs POAGX Comparison Chart
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PMBJX vs. POAGX commentary
Jun 16, 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: 30.6B vs. POAGX (6.19B). 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 : 10.12 vs. POAGX (-3.66). PMBJX return over 5 years is better than : 53.13 vs. POAGX (2.98).
PMBJXPOAGXPMBJX / POAGX
Total Expense Ratio0.780.66118%
Annual Report Gross Expense Ratio0.780.66118%
Fund Existence24 years21 years-
Gain YTD1.9600.976201%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B6.19B495%
Annual Yield % from dividends0.060.03226%
Returns for 1 year10.12-3.66-277%
Returns for 3 years48.9619.65249%
Returns for 5 years53.132.981,780%
Returns for 10 years88.9426.37337%
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