MPEGX
Price
$26.86
Change
+$0.17 (+0.64%)
Updated
Jul 25 closing price
Net Assets
1.26B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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MPEGX vs PMBMX

Header iconMPEGX vs PMBMX Comparison
Open Charts MPEGX vs PMBMXBanner chart's image
Morgan Stanley Inst Discovery I
Price$26.86
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets1.26B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
MPEGX vs PMBMX Comparison Chart in %
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MPEGX vs. PMBMX commentary
Jul 27, 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 MPEGX is a StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. MPEGX (1.26B). PMBMX pays higher dividends than MPEGX: PMBMX (0.02) vs MPEGX (0.00). MPEGX was incepted earlier than PMBMX: MPEGX (35 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than MPEGX (0.76). MPEGX is a more actively managed with annual turnover of: 46.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than MPEGX: PMBMX (0) vs MPEGX (1000000). MPEGX annual gain was more profitable for investors over the last year : 76.02 vs. PMBMX (13.04). PMBMX return over 5 years is better than : 52.44 vs. MPEGX (-16.94).
MPEGXPMBMXMPEGX / PMBMX
Total Expense Ratio0.761.1467%
Annual Report Gross Expense Ratio0.761.1467%
Fund Existence35 years25 years-
Gain YTD24.5258.421291%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.26B33.2B4%
Annual Yield % from dividends0.000.02-
Returns for 1 year76.0213.04583%
Returns for 3 years114.0247.27241%
Returns for 5 years-16.9452.44-32%
Returns for 10 years-34.4797.42-35%
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