PMBMX
Price
$43.13
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
PMGJX
Price
$8.38
Change
+$0.01 (+0.12%)
Updated
Aug 15 closing price
Net Assets
195.52M
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PMBMX vs PMGJX

Header iconPMBMX vs PMGJX Comparison
Open Charts PMBMX vs PMGJXBanner chart's image
Principal MidCap R3
Price$43.13
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
Principal MidCap Growth J
Price$8.38
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets195.52M
PMBMX vs PMGJX Comparison Chart in %
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PMBMX vs. PMGJX commentary
Aug 17, 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 PMGJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.5B vs. PMGJX (196M). PMBMX pays higher dividends than PMGJX: PMBMX (0.02) vs PMGJX (0.00). PMBMX was incepted earlier than PMGJX: PMBMX (25 years) vs PMGJX (24 years). PMBMX (1.14) is less costly to investors than PMGJX (0.90). PMGJX is a more actively managed with annual turnover of: 149.50 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than PMGJX: PMBMX (0) vs PMGJX (1000). PMGJX annual gain was more profitable for investors over the last year : 26.97 vs. PMBMX (8.56). PMBMX return over 5 years is better than : 41.63 vs. PMGJX (6.08).
PMBMXPMGJXPMBMX / PMGJX
Total Expense Ratio1.140.90127%
Annual Report Gross Expense Ratio1.140.90127%
Fund Existence25 years24 years-
Gain YTD5.5818.26968%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B196M16,582%
Annual Yield % from dividends0.020.00-
Returns for 1 year8.5626.9732%
Returns for 3 years28.8529.1299%
Returns for 5 years41.636.08685%
Returns for 10 years87.3234.08256%
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