PMBPX
Price
$43.91
Change
-$0.32 (-0.72%)
Updated
May 23 closing price
Net Assets
30.32B
SPYGX
Price
$19.07
Change
-$0.03 (-0.16%)
Updated
May 23 closing price
Net Assets
850.31M
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PMBPX vs SPYGX

Header iconPMBPX vs SPYGX Comparison
Open Charts PMBPX vs SPYGXBanner chart's image
Principal MidCap R5
Price$43.91
Change-$0.32 (-0.72%)
VolumeN/A
Net Assets30.32B
Spyglass Growth Institutional
Price$19.07
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets850.31M
PMBPX vs SPYGX Comparison Chart
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PMBPX vs. SPYGX commentary
May 25, 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 SPYGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. SPYGX (850M). PMBPX pays higher dividends than SPYGX: PMBPX (0.01) vs SPYGX (0.00). PMBPX was incepted earlier than SPYGX: PMBPX (24 years) vs SPYGX (7 years). SPYGX (1.10) is less costly to investors than PMBPX (0.83). SPYGX is a more actively managed with annual turnover of: 66.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SPYGX: PMBPX (0) vs SPYGX (100000). SPYGX annual gain was more profitable for investors over the last year : 24.64 vs. PMBPX (8.54). PMBPX return over 5 years is better than : 61.68 vs. SPYGX (24.40).
PMBPXSPYGXPMBPX / SPYGX
Total Expense Ratio0.831.0083%
Annual Report Gross Expense Ratio0.831.1075%
Fund Existence24 years7 years-
Gain YTD1.035-5.030-21%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.3B850M3,565%
Annual Yield % from dividends0.010.00-
Returns for 1 year8.5424.6435%
Returns for 3 years40.8869.0659%
Returns for 5 years61.6824.40253%
Returns for 10 years90.24N/A-
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