Interact to see
Advertisement
Advertisement
NEEGX vs PMBJX
NEEGX vs PMBJX Comparison
Open Charts NEEGX vs PMBJX
Needham Growth Retail
Price$59.47
Change+$0.46 (+0.78%)
VolumeN/A
Net Assets157.29M
NEEGX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NEEGX 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 NEEGX is a Buy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. NEEGX (157M). PMBJX pays higher dividends than NEEGX: PMBJX (0.06) vs NEEGX (0.00). NEEGX was incepted earlier than PMBJX: NEEGX (30 years) vs PMBJX (24 years). NEEGX (1.75) is less costly to investors than PMBJX (0.78). NEEGX is a more actively managed with annual turnover of: 14.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than NEEGX: PMBJX (1000) vs NEEGX (2000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. NEEGX (-16.65). PMBJX return over 5 years is better than : 58.39 vs. NEEGX (32.54).
| NEEGX | PMBJX | NEEGX / PMBJX | |
| Total Expense Ratio | 1.71 | 0.78 | 219% |
| Annual Report Gross Expense Ratio | 1.75 | 0.78 | 224% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | -2.540 | 7.057 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 32.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -16.65 | 15.26 | -109% |
| Returns for 3 years | 34.70 | 51.79 | 67% |
| Returns for 5 years | 32.54 | 58.39 | 56% |
| Returns for 10 years | 26.32 | 100.46 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers