PMBPX
Price
$44.19
Change
-$0.08 (-0.18%)
Updated
May 9 closing price
Net Assets
30.38B
TRGMX
Price
$19.85
Change
+$0.03 (+0.15%)
Updated
May 9 closing price
Net Assets
840.36M
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PMBPX vs TRGMX

Header iconPMBPX vs TRGMX Comparison
Open Charts PMBPX vs TRGMXBanner chart's image
Principal MidCap R5
Price$44.19
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets30.38B
Nuveen Quant Mid Cap Growth Retire
Price$19.85
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets840.36M
PMBPX vs TRGMX Comparison Chart
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PMBPX vs. TRGMX commentary
May 12, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.4B vs. TRGMX (840M). 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 (0.83) is less costly to investors than TRGMX (0.75). TRGMX is a more actively managed with annual turnover of: 47.00 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 : 8.61 vs. TRGMX (2.58). PMBPX return over 5 years is better than : 65.77 vs. TRGMX (1.74).
PMBPXTRGMXPMBPX / TRGMX
Total Expense Ratio0.830.75111%
Annual Report Gross Expense Ratio0.830.75111%
Fund Existence24 years23 years-
Gain YTD1.680-2.648-63%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.4B840M3,619%
Annual Yield % from dividends0.010.00-
Returns for 1 year8.612.58333%
Returns for 3 years41.6522.68184%
Returns for 5 years65.771.743,774%
Returns for 10 years92.95-8.94-1,039%
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