NEEIX
Price
$63.51
Change
+$0.24 (+0.38%)
Updated
Jul 25 closing price
Net Assets
156.29M
PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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NEEIX vs PEMGX

Header iconNEEIX vs PEMGX Comparison
Open Charts NEEIX vs PEMGXBanner chart's image
Needham Growth Institutional
Price$63.51
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets156.29M
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
NEEIX vs PEMGX Comparison Chart in %
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NEEIX vs. PEMGX 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 NEEIX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. NEEIX (156M). NEEIX (0.00) and PEMGX (0.00) have matching dividends . NEEIX was incepted earlier than PEMGX: NEEIX (9 years) vs PEMGX (20 years). NEEIX (1.47) is less costly to investors than PEMGX (0.91). NEEIX is a more actively managed with annual turnover of: 14.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than NEEIX: PEMGX (1000) vs NEEIX (100000). PEMGX annual gain was more profitable for investors over the last year : 13.43 vs. NEEIX (-10.57). PEMGX return over 5 years is better than : 55.06 vs. NEEIX (32.73).
NEEIXPEMGXNEEIX / PEMGX
Total Expense Ratio1.230.91135%
Annual Report Gross Expense Ratio1.470.91162%
Fund Existence9 years20 years-
Gain YTD-0.6738.564-8%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets156M33.2B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year-10.5713.43-79%
Returns for 3 years27.9448.7857%
Returns for 5 years32.7355.0659%
Returns for 10 yearsN/A103.87-
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