PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
SPYGX
Price
$21.92
Change
+$0.32 (+1.48%)
Updated
Jul 25 closing price
Net Assets
933.38M
Interact to see
Advertisement

PMBPX vs SPYGX

Header iconPMBPX vs SPYGX Comparison
Open Charts PMBPX vs SPYGXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.03B
Spyglass Growth Institutional
Price$21.92
Change+$0.32 (+1.48%)
VolumeN/A
Net Assets933.38M
PMBPX vs SPYGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. SPYGX commentary
Jul 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. SPYGX (933M). PMBPX pays higher dividends than SPYGX: PMBPX (0.01) vs SPYGX (0.00). PMBPX was incepted earlier than SPYGX: PMBPX (25 years) vs SPYGX (8 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 : 50.73 vs. PMBPX (12.81). PMBPX return over 5 years is better than : 55.16 vs. SPYGX (29.57).
PMBPXSPYGXPMBPX / SPYGX
Total Expense Ratio0.831.0083%
Annual Report Gross Expense Ratio0.831.1075%
Fund Existence25 years8 years-
Gain YTD7.8467.570104%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets33B933M3,537%
Annual Yield % from dividends0.010.00-
Returns for 1 year12.8150.7325%
Returns for 3 years48.33103.7747%
Returns for 5 years55.1629.57187%
Returns for 10 years105.82N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TKO170.052.05
+1.22%
TKO Group Holdings
OCSL14.460.13
+0.91%
Oaktree Specialty Lending Corp
IQST9.450.04
+0.43%
Iqstel Inc
HOVNP19.16-0.07
-0.34%
Hovnanian Enterprises
RNAC13.33-0.13
-0.97%
Cartesian Therapeutics