DFMGX
Price
$38.77
Change
+$0.35 (+0.91%)
Updated
Jul 3 closing price
Net Assets
372.74M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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DFMGX vs PMBJX

Header iconDFMGX vs PMBJX Comparison
Open Charts DFMGX vs PMBJXBanner chart's image
DF Dent Midcap Growth Institutional
Price$38.77
Change+$0.35 (+0.91%)
VolumeN/A
Net Assets372.74M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
DFMGX vs PMBJX Comparison Chart in %
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DFMGX vs. PMBJX commentary
Jul 08, 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 DFMGX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. DFMGX (373M). PMBJX pays higher dividends than DFMGX: PMBJX (0.06) vs DFMGX (0.00). DFMGX was incepted earlier than PMBJX: DFMGX (8 years) vs PMBJX (24 years). DFMGX (0.89) is less costly to investors than PMBJX (0.78). DFMGX is a more actively managed with annual turnover of: 29.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than DFMGX: PMBJX (1000) vs DFMGX (500000). DFMGX (16.01) and PMBJX (15.26) have marching annual gain over last year. PMBJX return over 5 years is better than : 58.39 vs. DFMGX (29.58).
DFMGXPMBJXDFMGX / PMBJX
Total Expense Ratio0.850.78109%
Annual Report Gross Expense Ratio0.890.78114%
Fund Existence8 years24 years-
Gain YTD4.8977.05769%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets373M32.3B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year16.0115.26105%
Returns for 3 years40.4751.7978%
Returns for 5 years29.5858.3951%
Returns for 10 yearsN/A100.46-
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