PMBJX
Price
$42.03
Change
+$0.17 (+0.41%)
Updated
Jun 3 closing price
Net Assets
30.8B
SUFCX
Price
$38.10
Change
+$0.40 (+1.06%)
Updated
Jun 3 closing price
Net Assets
72.64M
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PMBJX vs SUFCX

Header iconPMBJX vs SUFCX Comparison
Open Charts PMBJX vs SUFCXBanner chart's image
Principal MidCap J
Price$42.03
Change+$0.17 (+0.41%)
VolumeN/A
Net Assets30.8B
NAA Mid Growth C
Price$38.10
Change+$0.40 (+1.06%)
VolumeN/A
Net Assets72.64M
PMBJX vs SUFCX Comparison Chart
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PMBJX vs. SUFCX commentary
Jun 04, 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 SUFCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. SUFCX (72.6M). SUFCX pays higher dividends than PMBJX: SUFCX (6.88) vs PMBJX (0.06). PMBJX was incepted earlier than SUFCX: PMBJX (24 years) vs SUFCX (26 years). SUFCX (2.20) is less costly to investors than PMBJX (0.78). SUFCX is a more actively managed with annual turnover of: 80.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than SUFCX: PMBJX (1000) vs SUFCX (2500). PMBJX annual gain was more profitable for investors over the last year : 10.95 vs. SUFCX (4.12). PMBJX return over 5 years is better than : 47.64 vs. SUFCX (-51.19).
PMBJXSUFCXPMBJX / SUFCX
Total Expense Ratio0.782.2035%
Annual Report Gross Expense Ratio0.782.2035%
Fund Existence24 years26 years-
Gain YTD2.573-1.205-213%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets30.8B72.6M42,424%
Annual Yield % from dividends0.066.881%
Returns for 1 year10.954.12266%
Returns for 3 years35.07-39.40-89%
Returns for 5 years47.64-51.19-93%
Returns for 10 years89.82-63.99-140%
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