PMBJX
Price
$42.72
Change
+$0.37 (+0.87%)
Updated
Jun 24 closing price
Net Assets
30.62B
SUFCX
Price
$37.66
Change
+$0.11 (+0.29%)
Updated
Jun 23 closing price
Net Assets
72.02M
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PMBJX vs SUFCX

Header iconPMBJX vs SUFCX Comparison
Open Charts PMBJX vs SUFCXBanner chart's image
Principal MidCap J
Price$42.72
Change+$0.37 (+0.87%)
VolumeN/A
Net Assets30.62B
NAA Mid Growth C
Price$37.66
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets72.02M
PMBJX vs SUFCX Comparison Chart in %
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PMBJX vs. SUFCX commentary
Jun 25, 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: 30.6B vs. SUFCX (72M). 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 : 9.80 vs. SUFCX (1.81). PMBJX return over 5 years is better than : 55.75 vs. SUFCX (-50.40).
PMBJXSUFCXPMBJX / SUFCX
Total Expense Ratio0.782.2035%
Annual Report Gross Expense Ratio0.782.2035%
Fund Existence24 years26 years-
Gain YTD2.524-1.599-158%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B72M42,500%
Annual Yield % from dividends0.066.881%
Returns for 1 year9.801.81543%
Returns for 3 years43.42-35.87-121%
Returns for 5 years55.75-50.40-111%
Returns for 10 years88.71-64.14-138%
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