DCGTX
Price
$18.38
Change
+$0.13 (+0.71%)
Updated
Jul 3 closing price
Net Assets
104.8M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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DCGTX vs PMBPX

Header iconDCGTX vs PMBPX Comparison
Open Charts DCGTX vs PMBPXBanner chart's image
Jackson Square SMID-Cap Growth IS
Price$18.38
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets104.8M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
DCGTX vs PMBPX Comparison Chart in %
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DCGTX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. DCGTX (105M). PMBPX pays higher dividends than DCGTX: PMBPX (0.01) vs DCGTX (0.00). DCGTX was incepted earlier than PMBPX: DCGTX (22 years) vs PMBPX (25 years). DCGTX (0.91) is less costly to investors than PMBPX (0.83). DCGTX is a more actively managed with annual turnover of: 48.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than DCGTX: PMBPX (0) vs DCGTX (1000000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. DCGTX (1.88). PMBPX return over 5 years is better than : 59.60 vs. DCGTX (-35.28).
DCGTXPMBPXDCGTX / PMBPX
Total Expense Ratio0.880.83106%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence22 years25 years-
Gain YTD-1.6067.041-23%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets105M32.3B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.8815.4112%
Returns for 3 years12.2852.3923%
Returns for 5 years-35.2859.60-59%
Returns for 10 years-2.58104.46-2%
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