PARNX
Price
$56.22
Change
-$1.07 (-1.87%)
Updated
Jun 13 closing price
Net Assets
776.85M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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PARNX vs PMBPX

Header iconPARNX vs PMBPX Comparison
Open Charts PARNX vs PMBPXBanner chart's image
Parnassus Mid Cap Growth Investor
Price$56.22
Change-$1.07 (-1.87%)
VolumeN/A
Net Assets776.85M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
PARNX vs PMBPX Comparison Chart
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PARNX vs. PMBPX commentary
Jun 15, 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 PARNX is a Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. PARNX (777M). PMBPX pays higher dividends than PARNX: PMBPX (0.01) vs PARNX (0.00). PARNX was incepted earlier than PMBPX: PARNX (40 years) vs PMBPX (25 years). PMBPX (0.83) and PARNX (0.81) have similar cost to investors . PARNX is a more actively managed with annual turnover of: 41.45 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than PARNX: PMBPX (0) vs PARNX (2000). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. PARNX (-1.95). PMBPX return over 5 years is better than : 54.31 vs. PARNX (18.44).
PARNXPMBPXPARNX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.810.8398%
Fund Existence40 years25 years-
Gain YTD-2.2091.933-114%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets777M30.6B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-1.9510.26-19%
Returns for 3 years36.4649.5274%
Returns for 5 years18.4454.3134%
Returns for 10 years24.3892.6826%
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