NEEIX
Price
$62.48
Change
+$0.48 (+0.77%)
Updated
Jul 3 closing price
Net Assets
157.29M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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NEEIX vs PMBPX

Header iconNEEIX vs PMBPX Comparison
Open Charts NEEIX vs PMBPXBanner chart's image
Needham Growth Institutional
Price$62.48
Change+$0.48 (+0.77%)
VolumeN/A
Net Assets157.29M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
NEEIX vs PMBPX Comparison Chart in %
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NEEIX vs. PMBPX 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 NEEIX is a Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. NEEIX (157M). 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 : 15.41 vs. NEEIX (-16.07). PMBPX return over 5 years is better than : 59.60 vs. NEEIX (36.12).
NEEIXPMBPXNEEIX / PMBPX
Total Expense Ratio1.230.83148%
Annual Report Gross Expense Ratio1.470.83177%
Fund Existence9 years25 years-
Gain YTD-2.2837.041-32%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets157M32.3B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year-16.0715.41-104%
Returns for 3 years36.7852.3970%
Returns for 5 years36.1259.6061%
Returns for 10 yearsN/A104.46-
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