MPEGX
Price
$24.85
Change
-$1.20 (-4.61%)
Updated
Nov 13 closing price
Net Assets
1.12B
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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MPEGX vs PMBPX

Header iconMPEGX vs PMBPX Comparison
Open Charts MPEGX vs PMBPXBanner chart's image
Morgan Stanley Inst Discovery I
Price$24.85
Change-$1.20 (-4.61%)
VolumeN/A
Net Assets1.12B
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
MPEGX vs PMBPX Comparison Chart in %
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MPEGX vs. PMBPX commentary
Nov 14, 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 Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. MPEGX (1.13B). PMBPX pays higher dividends than MPEGX: PMBPX (0.01) vs MPEGX (0.00). MPEGX was incepted earlier than PMBPX: MPEGX (36 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than MPEGX (0.76). MPEGX is a more actively managed with annual turnover of: 46.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than MPEGX: PMBPX (0) vs MPEGX (1000000). MPEGX annual gain was more profitable for investors over the last year : 24.96 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. MPEGX (-34.22).
MPEGXPMBPXMPEGX / PMBPX
Total Expense Ratio0.760.8392%
Annual Report Gross Expense Ratio0.760.8392%
Fund Existence36 years25 years-
Gain YTD21.8362.922747%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.13B32B4%
Annual Yield % from dividends0.000.01-
Returns for 1 year24.96-4.82-518%
Returns for 3 years117.1934.82337%
Returns for 5 years-34.2231.53-109%
Returns for 10 years-26.86106.99-25%
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