CMGIX
Price
$37.14
Change
+$0.10 (+0.27%)
Updated
Dec 24 closing price
Net Assets
6.53B
PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.16B
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CMGIX vs PMBPX

Header iconCMGIX vs PMBPX Comparison
Open Charts CMGIX vs PMBPXBanner chart's image
BlackRock Mid-Cap Growth Equity Instl
Price$37.14
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets6.53B
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.16B
CMGIX vs PMBPX Comparison Chart in %
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CMGIX vs. PMBPX commentary
Dec 27, 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 CMGIX is a Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. CMGIX (6.53B). PMBPX pays higher dividends than CMGIX: PMBPX (0.01) vs CMGIX (0.00). CMGIX was incepted earlier than PMBPX: CMGIX (29 years) vs PMBPX (25 years). CMGIX (0.83) and PMBPX (0.83) have similar cost to investors . CMGIX is a more actively managed with annual turnover of: 87.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than CMGIX: PMBPX (0) vs CMGIX (2000000). PMBPX annual gain was more profitable for investors over the last year : -4.57 vs. CMGIX (-17.15). PMBPX return over 5 years is better than : 20.33 vs. CMGIX (-16.31).
CMGIXPMBPXCMGIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.830.83100%
Fund Existence29 years25 years-
Gain YTD-14.226-2.600547%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B31.2B21%
Annual Yield % from dividends0.000.01-
Returns for 1 year-17.15-4.57375%
Returns for 3 years23.6838.8961%
Returns for 5 years-16.3120.33-80%
Returns for 10 years119.12105.53113%
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