PMBPX
Price
$44.73
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.93B
TRGMX
Price
$20.92
Change
-$0.13 (-0.62%)
Updated
Jun 5 closing price
Net Assets
861.88M
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PMBPX vs TRGMX

Header iconPMBPX vs TRGMX Comparison
Open Charts PMBPX vs TRGMXBanner chart's image
Principal MidCap R5
Price$44.73
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.93B
Nuveen Quant Mid Cap Growth Retire
Price$20.92
Change-$0.13 (-0.62%)
VolumeN/A
Net Assets861.88M
PMBPX vs TRGMX Comparison Chart
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PMBPX vs. TRGMX commentary
Jun 07, 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: 30.9B vs. TRGMX (862M). PMBPX pays higher dividends than TRGMX: PMBPX (0.01) vs TRGMX (0.00). PMBPX was incepted earlier than TRGMX: PMBPX (25 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 : 10.51 vs. TRGMX (9.81). PMBPX return over 5 years is better than : 46.06 vs. TRGMX (-3.08).
PMBPXTRGMXPMBPX / TRGMX
Total Expense Ratio0.830.75111%
Annual Report Gross Expense Ratio0.830.75111%
Fund Existence25 years23 years-
Gain YTD2.8993.23790%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B862M3,585%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.519.81107%
Returns for 3 years35.3223.46151%
Returns for 5 years46.06-3.08-1,493%
Returns for 10 years95.61-3.75-2,550%
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