PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
SPYGX
Price
$17.32
Change
+$0.67 (+4.02%)
Updated
Apr 24 closing price
Net Assets
742.64M
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PMBPX vs SPYGX

Header iconPMBPX vs SPYGX Comparison
Open Charts PMBPX vs SPYGXBanner chart's image
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
Spyglass Growth Institutional
Price$17.32
Change+$0.67 (+4.02%)
VolumeN/A
Net Assets742.64M
PMBPX vs SPYGX Comparison Chart
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PMBPX vs. SPYGX commentary
Apr 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: 28.9B vs. SPYGX (743M). 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 (1.13) is less costly to investors than PMBPX (0.84). SPYGX is a more actively managed with annual turnover of: 63.00 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 : 8.54 vs. PMBPX (6.75). PMBPX return over 5 years is better than : 68.04 vs. SPYGX (25.85).
PMBPXSPYGXPMBPX / SPYGX
Total Expense Ratio0.841.0084%
Annual Report Gross Expense Ratio0.841.1374%
Fund Existence24 years7 years-
Gain YTD-3.037-17.08218%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B743M3,890%
Annual Yield % from dividends0.010.00-
Returns for 1 year6.758.5479%
Returns for 3 years21.7313.03167%
Returns for 5 years68.0425.85263%
Returns for 10 years82.65N/A-
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