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NEEGX vs PMBJX
NEEGX vs PMBJX Comparison
Open Charts NEEGX vs PMBJX
Needham Growth Retail
Price$68.21
Change+$0.20 (+0.29%)
VolumeN/A
Net Assets164.65M
NEEGX vs PMBJX Comparison Chart in %
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NEEGX vs. PMBJX commentary
Jan 15, 2026
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 Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.3B vs. NEEGX (165M). NEEGX (0.00) and PMBJX (0.00) have matching dividends . NEEGX was incepted earlier than PMBJX: NEEGX (30 years) vs PMBJX (25 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). NEEGX annual gain was more profitable for investors over the last year : 9.73 vs. PMBJX (-1.51). PMBJX return over 5 years is better than : 20.14 vs. NEEGX (12.59).
| 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 | 25 years | - |
| Gain YTD | 10.569 | 2.465 | 429% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 31.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.73 | -1.51 | -647% |
| Returns for 3 years | 45.87 | 30.80 | 149% |
| Returns for 5 years | 12.59 | 20.14 | 63% |
| Returns for 10 years | 85.05 | 125.91 | 68% |
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