PMBJX
Price
$42.17
Change
-$0.22 (-0.52%)
Updated
May 14 closing price
Net Assets
31.05B
VYRBX
Price
$25.34
Change
-$0.08 (-0.31%)
Updated
May 14 closing price
Net Assets
384.38M
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PMBJX vs VYRBX

Header iconPMBJX vs VYRBX Comparison
Open Charts PMBJX vs VYRBXBanner chart's image
Principal MidCap J
Price$42.17
Change-$0.22 (-0.52%)
VolumeN/A
Net Assets31.05B
VY® Baron Growth R6
Price$25.34
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets384.38M
PMBJX vs VYRBX Comparison Chart
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PMBJX vs. VYRBX commentary
May 15, 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 VYRBX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.1B vs. VYRBX (384M). PMBJX pays higher dividends than VYRBX: PMBJX (0.06) vs VYRBX (0.00). PMBJX was incepted earlier than VYRBX: PMBJX (24 years) vs VYRBX (9 years). VYRBX (0.98) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VYRBX (4.00). VYRBX has a lower initial minimum investment than PMBJX: VYRBX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 11.19 vs. VYRBX (-2.74). PMBJX return over 5 years is better than : 74.32 vs. VYRBX (23.77).
PMBJXVYRBXPMBJX / VYRBX
Total Expense Ratio0.780.9880%
Annual Report Gross Expense Ratio0.780.9880%
Fund Existence24 years9 years-
Gain YTD3.823-4.590-83%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.1B384M8,099%
Annual Yield % from dividends0.060.00-
Returns for 1 year11.19-2.74-408%
Returns for 3 years41.37-1.27-3,247%
Returns for 5 years74.3223.77313%
Returns for 10 years90.93N/A-
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