NEEIX
Price
$75.28
Change
+$5.48 (+7.85%)
Updated
Feb 3 closing price
Net Assets
180.43M
PEMGX
Price
$39.53
Change
-$4.75 (-10.73%)
Updated
Feb 3 closing price
Net Assets
29.47B
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NEEIX vs PEMGX

Header iconNEEIX vs PEMGX Comparison
Open Charts NEEIX vs PEMGXBanner chart's image
Needham Growth Institutional
Price$75.28
Change+$5.48 (+7.85%)
VolumeN/A
Net Assets180.43M
Principal MidCap A
Price$39.53
Change-$4.75 (-10.73%)
VolumeN/A
Net Assets29.47B
NEEIX vs PEMGX Comparison Chart in %
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NEEIX vs. PEMGX commentary
Feb 04, 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 NEEIX is a Hold and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. NEEIX (180M). NEEIX (0.00) and PEMGX (0.00) have matching dividends . NEEIX was incepted earlier than PEMGX: NEEIX (9 years) vs PEMGX (21 years). NEEIX (1.47) is less costly to investors than PEMGX (0.91). NEEIX (14.00) and PEMGX (13.70) have comparable annual turnover. PEMGX has a lower initial minimum investment than NEEIX: PEMGX (1000) vs NEEIX (100000). NEEIX annual gain was more profitable for investors over the last year : 17.44 vs. PEMGX (-11.39). NEEIX return over 5 years is better than : 18.61 vs. PEMGX (11.73).
NEEIXPEMGXNEEIX / PEMGX
Total Expense Ratio1.230.91135%
Annual Report Gross Expense Ratio1.470.91162%
Fund Existence9 years21 years-
Gain YTD15.425-2.946-524%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets180M29.5B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year17.44-11.39-153%
Returns for 3 years48.1020.37236%
Returns for 5 years18.6111.73159%
Returns for 10 yearsN/A115.63-
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