PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
TRPWX
Price
$19.72
Change
+$0.63 (+3.30%)
Updated
Apr 24 closing price
Net Assets
769.15M
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PMBPX vs TRPWX

Header iconPMBPX vs TRPWX Comparison
Open Charts PMBPX vs TRPWXBanner chart's image
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
Nuveen Quant Mid Cap Growth R6
Price$19.72
Change+$0.63 (+3.30%)
VolumeN/A
Net Assets769.15M
PMBPX vs TRPWX Comparison Chart
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PMBPX vs. TRPWX 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 TRPWX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. TRPWX (769M). PMBPX pays higher dividends than TRPWX: PMBPX (0.01) vs TRPWX (0.00). PMBPX was incepted earlier than TRPWX: PMBPX (24 years) vs TRPWX (23 years). PMBPX (0.84) is less costly to investors than TRPWX (0.50). TRPWX is a more actively managed with annual turnover of: 38.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than TRPWX: PMBPX (0) vs TRPWX (1000000). PMBPX annual gain was more profitable for investors over the last year : 6.75 vs. TRPWX (-6.28). PMBPX return over 5 years is better than : 68.04 vs. TRPWX (0.40).
PMBPXTRPWXPMBPX / TRPWX
Total Expense Ratio0.840.50168%
Annual Report Gross Expense Ratio0.840.50168%
Fund Existence24 years23 years-
Gain YTD-3.037-11.49726%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B769M3,758%
Annual Yield % from dividends0.010.00-
Returns for 1 year6.75-6.28-107%
Returns for 3 years21.73-4.27-509%
Returns for 5 years68.040.4016,842%
Returns for 10 years82.65-15.46-534%
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