PMBMX
Price
$43.52
Change
+$0.05 (+0.12%)
Updated
Jul 18 closing price
Net Assets
32.39B
PMEGX
Price
$61.62
Change
+$0.06 (+0.10%)
Updated
Jul 18 closing price
Net Assets
3.93B
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PMBMX vs PMEGX

Header iconPMBMX vs PMEGX Comparison
Open Charts PMBMX vs PMEGXBanner chart's image
Principal MidCap R3
Price$43.52
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets32.39B
T. Rowe Price Instl Mid-Cap Equity Gr
Price$61.62
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets3.93B
PMBMX vs PMEGX Comparison Chart in %
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PMBMX vs. PMEGX commentary
Jul 19, 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 PMBMX is a Buy and PMEGX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.4B vs. PMEGX (3.93B). PMEGX pays higher dividends than PMBMX: PMEGX (0.04) vs PMBMX (0.02). PMBMX was incepted earlier than PMEGX: PMBMX (25 years) vs PMEGX (29 years). PMBMX (1.14) is less costly to investors than PMEGX (0.61). PMEGX is a more actively managed with annual turnover of: 26.10 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than PMEGX: PMBMX (0) vs PMEGX (1000000). PMBMX annual gain was more profitable for investors over the last year : 10.38 vs. PMEGX (-7.63). PMBMX return over 5 years is better than : 49.98 vs. PMEGX (-0.67).
PMBMXPMEGXPMBMX / PMEGX
Total Expense Ratio1.140.61187%
Annual Report Gross Expense Ratio1.140.61187%
Fund Existence25 years29 years-
Gain YTD6.4141.819353%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.4B3.93B824%
Annual Yield % from dividends0.020.0449%
Returns for 1 year10.38-7.63-136%
Returns for 3 years49.3611.72421%
Returns for 5 years49.98-0.67-7,431%
Returns for 10 years90.8731.65287%
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