FMEFX
Price
$42.64
Change
+$0.46 (+1.09%)
Updated
Jul 25 closing price
Net Assets
173.52M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$42.64
Change+$0.46 (+1.09%)
VolumeN/A
Net Assets173.52M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
FMEFX vs PMBPX Comparison Chart in %
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FMEFX vs. PMBPX commentary
Jul 28, 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 Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. FMEFX (174M). 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 annual gain was more profitable for investors over the last year : 13.61 vs. FMEFX (10.55). PMBPX return over 5 years is better than : 56.25 vs. FMEFX (-2.94).
FMEFXPMBPXFMEFX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence12 years25 years-
Gain YTD2.3778.60628%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets174M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year10.5513.6178%
Returns for 3 years42.9949.3887%
Returns for 5 years-2.9456.25-5%
Returns for 10 years-14.15107.27-13%
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