FMEFX
Price
$42.59
Change
-$0.16 (-0.37%)
Updated
Aug 15 closing price
Net Assets
170.92M
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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FMEFX vs PMBPX

Header iconFMEFX vs PMBPX Comparison
Open Charts FMEFX vs PMBPXBanner chart's image
Nuveen Small/Mid Cap Growth Opp R6
Price$42.59
Change-$0.16 (-0.37%)
VolumeN/A
Net Assets170.92M
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
FMEFX vs PMBPX Comparison Chart in %
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FMEFX vs. PMBPX commentary
Aug 18, 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 FMEFX is a StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. FMEFX (171M). PMBPX pays higher dividends than FMEFX: PMBPX (0.01) vs FMEFX (0.00). FMEFX was incepted earlier than PMBPX: FMEFX (12 years) vs PMBPX (25 years). FMEFX (0.91) is less costly to investors than PMBPX (0.83). FMEFX is a more actively managed with annual turnover of: 58.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FMEFX: PMBPX (0) vs FMEFX (1000000). PMBPX (9.12) and FMEFX (8.84) have marching annual gain over last year. PMBPX return over 5 years is better than : 45.20 vs. FMEFX (-6.38).
FMEFXPMBPXFMEFX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence12 years25 years-
Gain YTD2.2575.79839%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets171M32.5B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.849.1297%
Returns for 3 years25.9730.7584%
Returns for 5 years-6.3845.20-14%
Returns for 10 years-15.6096.67-16%
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