AGIRX
Price
$20.10
Change
+$0.23 (+1.16%)
Updated
Jul 3 closing price
Net Assets
56.71M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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AGIRX vs PMBMX

Header iconAGIRX vs PMBMX Comparison
Open Charts AGIRX vs PMBMXBanner chart's image
Alger Mid Cap Growth Institutional R
Price$20.10
Change+$0.23 (+1.16%)
VolumeN/A
Net Assets56.71M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
AGIRX vs PMBMX Comparison Chart in %
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AGIRX vs. PMBMX commentary
Jul 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 AGIRX is a Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. AGIRX (56.7M). PMBMX pays higher dividends than AGIRX: PMBMX (0.02) vs AGIRX (0.00). AGIRX was incepted earlier than PMBMX: AGIRX (22 years) vs PMBMX (25 years). AGIRX (1.85) is less costly to investors than PMBMX (1.14). AGIRX is a more actively managed with annual turnover of: 56.01 vs. PMBMX (10.50). AGIRX (0) and PMBMX (0) have matching initial minimum investment requirements. AGIRX annual gain was more profitable for investors over the last year : 19.79 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. AGIRX (-34.97).
AGIRXPMBMXAGIRX / PMBMX
Total Expense Ratio1.851.14162%
Annual Report Gross Expense Ratio1.851.14162%
Fund Existence22 years25 years-
Gain YTD8.7666.854128%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets56.7M32.3B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year19.7914.80134%
Returns for 3 years56.9150.19113%
Returns for 5 years-34.9755.71-63%
Returns for 10 years-11.9694.74-13%
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