NEEIX
Price
$63.51
Change
+$0.24 (+0.38%)
Updated
Jul 25 closing price
Net Assets
156.29M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
Interact to see
Advertisement

NEEIX vs PMBPX

Header iconNEEIX vs PMBPX Comparison
Open Charts NEEIX vs PMBPXBanner chart's image
Needham Growth Institutional
Price$63.51
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets156.29M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
NEEIX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NEEIX vs. PMBPX 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 PMBPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. NEEIX (156M). PMBPX pays higher dividends than NEEIX: PMBPX (0.01) vs NEEIX (0.00). NEEIX was incepted earlier than PMBPX: NEEIX (9 years) vs PMBPX (25 years). NEEIX (1.47) is less costly to investors than PMBPX (0.83). NEEIX is a more actively managed with annual turnover of: 14.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than NEEIX: PMBPX (0) vs NEEIX (100000). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. NEEIX (-10.57). PMBPX return over 5 years is better than : 56.25 vs. NEEIX (32.73).
NEEIXPMBPXNEEIX / PMBPX
Total Expense Ratio1.230.83148%
Annual Report Gross Expense Ratio1.470.83177%
Fund Existence9 years25 years-
Gain YTD-0.6738.606-8%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets156M33.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year-10.5713.61-78%
Returns for 3 years27.9449.3857%
Returns for 5 years32.7356.2558%
Returns for 10 yearsN/A107.27-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FIKEX61.520.87
+1.43%
Fidelity Advisor Industrials Z
FSCSX29.300.22
+0.76%
Fidelity Select Software & IT Svcs Port
MNDRX22.990.11
+0.48%
MFS New Discovery R2
FMXKX8.090.03
+0.37%
Federated Hermes Max-Cap Index R
TGREX12.470.01
+0.08%
TCW Global Real Estate I