PMBJX
Price
$43.21
Change
-$0.67 (-1.53%)
Updated
Aug 5 closing price
Net Assets
32.88B
TRMSX
Price
$22.42
Change
-$0.11 (-0.49%)
Updated
Aug 5 closing price
Net Assets
306.89M
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PMBJX vs TRMSX

Header iconPMBJX vs TRMSX Comparison
Open Charts PMBJX vs TRMSXBanner chart's image
Principal MidCap J
Price$43.21
Change-$0.67 (-1.53%)
VolumeN/A
Net Assets32.88B
T. Rowe Price Mid-Cap Index I
Price$22.42
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets306.89M
PMBJX vs TRMSX Comparison Chart in %
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PMBJX vs. TRMSX commentary
Aug 06, 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 TRMSX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.9B vs. TRMSX (307M). TRMSX pays higher dividends than PMBJX: TRMSX (0.79) vs PMBJX (0.06). PMBJX was incepted earlier than TRMSX: PMBJX (24 years) vs TRMSX (10 years). PMBJX (0.78) is less costly to investors than TRMSX (0.30). TRMSX is a more actively managed with annual turnover of: 31.70 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than TRMSX: PMBJX (1000) vs TRMSX (500000). TRMSX annual gain was more profitable for investors over the last year : 28.09 vs. PMBJX (15.66). TRMSX return over 5 years is better than : 58.15 vs. PMBJX (47.63).
PMBJXTRMSXPMBJX / TRMSX
Total Expense Ratio0.780.14557%
Annual Report Gross Expense Ratio0.780.30260%
Fund Existence24 years10 years-
Gain YTD7.5238.05893%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B307M10,717%
Annual Yield % from dividends0.060.797%
Returns for 1 year15.6628.0956%
Returns for 3 years38.1147.0881%
Returns for 5 years47.6358.1582%
Returns for 10 years99.07N/A-
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