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NEEGX vs PMBCX
NEEGX vs PMBCX Comparison
Open Charts NEEGX vs PMBCX
Needham Growth Retail
Price$54.31
Change-$1.41 (-2.53%)
VolumeN/A
Net Assets144.94M
NEEGX vs PMBCX Comparison Chart
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NEEGX vs. PMBCX commentary
Jun 16, 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 NEEGX is a Buy and PMBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. NEEGX (145M). NEEGX (0.00) and PMBCX (0.00) have matching dividends . NEEGX was incepted earlier than PMBCX: NEEGX (29 years) vs PMBCX (18 years). NEEGX (1.75) and PMBCX (1.75) have similar cost to investors . NEEGX is a more actively managed with annual turnover of: 14.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than NEEGX: PMBCX (1000) vs NEEGX (2000). PMBCX annual gain was more profitable for investors over the last year : 9.12 vs. NEEGX (-22.52). PMBCX return over 5 years is better than : 42.73 vs. NEEGX (27.70).
| NEEGX | PMBCX | NEEGX / PMBCX | |
| Total Expense Ratio | 1.71 | 1.75 | 98% |
| Annual Report Gross Expense Ratio | 1.75 | 1.75 | 100% |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | -10.996 | 1.538 | -715% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 30.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.52 | 9.12 | -247% |
| Returns for 3 years | 20.50 | 42.85 | 48% |
| Returns for 5 years | 27.70 | 42.73 | 65% |
| Returns for 10 years | 11.89 | 65.54 | 18% |
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