PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
PMEGX
Price
$53.99
Change
+$0.80 (+1.50%)
Updated
Apr 23 closing price
Net Assets
3.8B
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PMBPX vs PMEGX

Header iconPMBPX vs PMEGX Comparison
Open Charts PMBPX vs PMEGXBanner chart's image
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
T. Rowe Price Instl Mid-Cap Equity Gr
Price$53.99
Change+$0.80 (+1.50%)
VolumeN/A
Net Assets3.8B
PMBPX vs PMEGX Comparison Chart
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PMBPX vs. PMEGX commentary
Apr 24, 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 PMBPX is a Buy and PMEGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. PMEGX (3.8B). PMEGX pays higher dividends than PMBPX: PMEGX (0.05) vs PMBPX (0.01). PMBPX was incepted earlier than PMEGX: PMBPX (24 years) vs PMEGX (29 years). PMBPX (0.84) is less costly to investors than PMEGX (0.61). PMEGX is a more actively managed with annual turnover of: 28.60 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than PMEGX: PMBPX (0) vs PMEGX (1000000). PMBPX annual gain was more profitable for investors over the last year : 5.76 vs. PMEGX (-17.65). PMBPX return over 5 years is better than : 65.80 vs. PMEGX (2.93).
PMBPXPMEGXPMBPX / PMEGX
Total Expense Ratio0.840.61138%
Annual Report Gross Expense Ratio0.840.61138%
Fund Existence24 years29 years-
Gain YTD-4.326-12.02436%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B3.8B750%
Annual Yield % from dividends0.010.0517%
Returns for 1 year5.76-17.65-33%
Returns for 3 years21.34-12.59-170%
Returns for 5 years65.802.932,248%
Returns for 10 years78.7614.87530%
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