MMCGX
Price
$27.05
Change
+$0.29 (+1.08%)
Updated
Jul 3 closing price
Net Assets
1.23B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

MMCGX vs PMBJX

Header iconMMCGX vs PMBJX Comparison
Open Charts MMCGX vs PMBJXBanner chart's image
Morgan Stanley Inst Discovery R6
Price$27.05
Change+$0.29 (+1.08%)
VolumeN/A
Net Assets1.23B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
MMCGX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MMCGX vs. PMBJX 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 MMCGX is a Hold and PMBJX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. MMCGX (1.23B). PMBJX pays higher dividends than MMCGX: PMBJX (0.06) vs MMCGX (0.00). MMCGX was incepted earlier than PMBJX: MMCGX (12 years) vs PMBJX (24 years). PMBJX (0.78) is less costly to investors than MMCGX (0.65). MMCGX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than MMCGX: PMBJX (1000) vs MMCGX (5000000). MMCGX annual gain was more profitable for investors over the last year : 73.51 vs. PMBJX (15.26). PMBJX return over 5 years is better than : 58.39 vs. MMCGX (-16.18).
MMCGXPMBJXMMCGX / PMBJX
Total Expense Ratio0.650.7883%
Annual Report Gross Expense Ratio0.650.7883%
Fund Existence12 years24 years-
Gain YTD22.3437.057317%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B32.3B4%
Annual Yield % from dividends0.000.06-
Returns for 1 year73.5115.26482%
Returns for 3 years116.9251.79226%
Returns for 5 years-16.1858.39-28%
Returns for 10 years-32.66100.46-33%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
STXM27.000.19
+0.72%
Strive Mid-Cap ETF
AVUV95.010.39
+0.41%
Avantis US Small Cap Value ETF
CVIE65.340.20
+0.31%
Calvert International Responsible ETF
PXI43.390.09
+0.20%
Invesco Dorsey Wright Energy MomentumETF
FMHI46.790.06
+0.12%
First Trust Municipal High Income ETF