PMBJX
Price
$39.96
Change
-$0.19 (-0.47%)
Updated
Apr 25 closing price
Net Assets
29.18B
VMCRX
Price
$5.46
Change
+$0.03 (+0.55%)
Updated
Apr 25 closing price
Net Assets
935.17M
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PMBJX vs VMCRX

Header iconPMBJX vs VMCRX Comparison
Open Charts PMBJX vs VMCRXBanner chart's image
Principal MidCap J
Price$39.96
Change-$0.19 (-0.47%)
VolumeN/A
Net Assets29.18B
Voya MidCap Opportunities Port R6
Price$5.46
Change+$0.03 (+0.55%)
VolumeN/A
Net Assets935.17M
PMBJX vs VMCRX Comparison Chart
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PMBJX vs. VMCRX commentary
Apr 28, 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 VMCRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.2B vs. VMCRX (935M). PMBJX pays higher dividends than VMCRX: PMBJX (0.06) vs VMCRX (0.00). PMBJX was incepted earlier than VMCRX: PMBJX (24 years) vs VMCRX (9 years). PMBJX (0.82) and VMCRX (0.82) have similar cost to investors . VMCRX is a more actively managed with annual turnover of: 74.00 vs. PMBJX (10.50). VMCRX has a lower initial minimum investment than PMBJX: VMCRX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 7.95 vs. VMCRX (2.63). PMBJX return over 5 years is better than : 68.35 vs. VMCRX (-57.04).
PMBJXVMCRXPMBJX / VMCRX
Total Expense Ratio0.820.75109%
Annual Report Gross Expense Ratio0.820.82100%
Fund Existence24 years9 years-
Gain YTD-2.083-7.14329%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.2B935M3,123%
Annual Yield % from dividends0.060.00-
Returns for 1 year7.952.63302%
Returns for 3 years25.93-62.42-42%
Returns for 5 years68.35-57.04-120%
Returns for 10 years80.47N/A-
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