PMBPX
Price
$41.52
Change
+$0.15 (+0.36%)
Updated
Apr 17 closing price
Net Assets
28.23B
TRGMX
Price
$17.57
Change
+$0.08 (+0.46%)
Updated
Apr 17 closing price
Net Assets
763.68M
Ad is loading...

PMBPX vs TRGMX

Header iconPMBPX vs TRGMX Comparison
Open Charts PMBPX vs TRGMXBanner chart's image
Principal MidCap R5
Price$41.52
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets28.23B
Nuveen Quant Mid Cap Growth Retire
Price$17.57
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets763.68M
PMBPX vs TRGMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PMBPX vs. TRGMX commentary
Apr 19, 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 TRGMX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.2B vs. TRGMX (764M). PMBPX pays higher dividends than TRGMX: PMBPX (0.01) vs TRGMX (0.00). PMBPX was incepted earlier than TRGMX: PMBPX (24 years) vs TRGMX (23 years). PMBPX (0.84) is less costly to investors than TRGMX (0.75). TRGMX is a more actively managed with annual turnover of: 38.00 vs. PMBPX (10.50). PMBPX (0) and TRGMX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 6.71 vs. TRGMX (-8.04). PMBPX return over 5 years is better than : 60.92 vs. TRGMX (-4.95).
PMBPXTRGMXPMBPX / TRGMX
Total Expense Ratio0.840.75112%
Annual Report Gross Expense Ratio0.840.75112%
Fund Existence24 years23 years-
Gain YTD-4.809-14.22334%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets28.2B764M3,691%
Annual Yield % from dividends0.010.00-
Returns for 1 year6.71-8.04-83%
Returns for 3 years18.38-9.94-185%
Returns for 5 years60.92-4.95-1,232%
Returns for 10 years78.70-21.32-369%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ANWPX58.560.31
+0.53%
American Funds New Perspective A
APHMX36.900.15
+0.41%
Artisan Mid Cap Institutional
MOSNX8.28N/A
N/A
MassMutual Overseas R3
ABIYX15.15N/A
N/A
AB International Value Advisor
SAGWX5.23N/A
N/A
Touchstone Small Company A