PMBJX
Price
$39.00
Change
+$0.15 (+0.39%)
Updated
Apr 17 closing price
Net Assets
28.23B
POAGX
Price
$38.17
Change
+$0.42 (+1.11%)
Updated
Apr 17 closing price
Net Assets
5.42B
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PMBJX vs POAGX

Header iconPMBJX vs POAGX Comparison
Open Charts PMBJX vs POAGXBanner chart's image
Principal MidCap J
Price$39.00
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets28.23B
PRIMECAP Odyssey Aggressive Growth
Price$38.17
Change+$0.42 (+1.11%)
VolumeN/A
Net Assets5.42B
PMBJX vs POAGX Comparison Chart
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PMBJX vs. POAGX commentary
Apr 19, 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 POAGX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.2B vs. POAGX (5.42B). PMBJX pays higher dividends than POAGX: PMBJX (0.06) vs POAGX (0.03). PMBJX was incepted earlier than POAGX: PMBJX (24 years) vs POAGX (20 years). PMBJX (0.82) 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 : 6.59 vs. POAGX (-10.76). PMBJX return over 5 years is better than : 59.71 vs. POAGX (-0.72).
PMBJXPOAGXPMBJX / POAGX
Total Expense Ratio0.820.66124%
Annual Report Gross Expense Ratio0.820.66124%
Fund Existence24 years20 years-
Gain YTD-4.803-14.34133%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets28.2B5.42B520%
Annual Yield % from dividends0.060.03220%
Returns for 1 year6.59-10.76-61%
Returns for 3 years17.94-14.90-120%
Returns for 5 years59.71-0.72-8,326%
Returns for 10 years75.225.851,285%
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