MACGX
Price
$17.98
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
1.23B
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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MACGX vs PMBJX

Header iconMACGX vs PMBJX Comparison
Open Charts MACGX vs PMBJXBanner chart's image
Morgan Stanley Inst Discovery A
Price$17.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.23B
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
MACGX vs PMBJX Comparison Chart in %
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MACGX vs. PMBJX 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 MACGX is a Hold and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. MACGX (1.23B). PMBJX pays higher dividends than MACGX: PMBJX (0.06) vs MACGX (0.00). MACGX was incepted earlier than PMBJX: MACGX (29 years) vs PMBJX (24 years). MACGX (1.02) is less costly to investors than PMBJX (0.78). MACGX is a more actively managed with annual turnover of: 46.00 vs. PMBJX (10.50). MACGX (1000) and PMBJX (1000) have matching initial minimum investment requirements. MACGX annual gain was more profitable for investors over the last year : 71.08 vs. PMBJX (8.97). PMBJX return over 5 years is better than : 44.05 vs. MACGX (-31.97).
MACGXPMBJXMACGX / PMBJX
Total Expense Ratio1.020.78131%
Annual Report Gross Expense Ratio1.020.78131%
Fund Existence29 years24 years-
Gain YTD23.2355.832398%
Front Load5%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B32.5B4%
Annual Yield % from dividends0.000.06-
Returns for 1 year71.088.97793%
Returns for 3 years66.0230.25218%
Returns for 5 years-31.9744.05-73%
Returns for 10 years-52.1292.90-56%
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