DCGTX
Price
$18.38
Change
+$0.13 (+0.71%)
Updated
Jul 3 closing price
Net Assets
104.8M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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DCGTX vs PMBMX

Header iconDCGTX vs PMBMX Comparison
Open Charts DCGTX vs PMBMXBanner chart's image
Jackson Square SMID-Cap Growth IS
Price$18.38
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets104.8M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
DCGTX vs PMBMX Comparison Chart in %
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DCGTX 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 DCGTX is a StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. DCGTX (105M). PMBMX pays higher dividends than DCGTX: PMBMX (0.02) vs DCGTX (0.00). DCGTX was incepted earlier than PMBMX: DCGTX (22 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than DCGTX (0.91). DCGTX is a more actively managed with annual turnover of: 48.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than DCGTX: PMBMX (0) vs DCGTX (1000000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. DCGTX (1.88). PMBMX return over 5 years is better than : 55.71 vs. DCGTX (-35.28).
DCGTXPMBMXDCGTX / PMBMX
Total Expense Ratio0.881.1477%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence22 years25 years-
Gain YTD-1.6066.854-23%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets105M32.3B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year1.8814.8013%
Returns for 3 years12.2850.1924%
Returns for 5 years-35.2855.71-63%
Returns for 10 years-2.5894.74-3%
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