PEGEX
Price
$21.34
Change
+$0.33 (+1.57%)
Updated
Jul 3 closing price
Net Assets
2.31B
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
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PEGEX vs PMBCX

Header iconPEGEX vs PMBCX Comparison
Open Charts PEGEX vs PMBCXBanner chart's image
PGIM Jennison Mid-Cap Growth R2
Price$21.34
Change+$0.33 (+1.57%)
VolumeN/A
Net Assets2.31B
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
PEGEX vs PMBCX Comparison Chart in %
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PEGEX vs. PMBCX 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 PEGEX is a Buy and PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. PEGEX (2.31B). PEGEX (0.00) and PMBCX (0.00) have matching dividends . PEGEX was incepted earlier than PMBCX: PEGEX (8 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than PEGEX (1.38). PEGEX is a more actively managed with annual turnover of: 61.00 vs. PMBCX (10.50). PEGEX has a lower initial minimum investment than PMBCX: PEGEX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. PEGEX (1.81). PMBCX return over 5 years is better than : 47.59 vs. PEGEX (-21.72).
PEGEXPMBCXPEGEX / PMBCX
Total Expense Ratio1.081.7562%
Annual Report Gross Expense Ratio1.381.7579%
Fund Existence8 years18 years-
Gain YTD-0.4206.553-6%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.31B32.3B7%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.8113.5713%
Returns for 3 years29.1845.5864%
Returns for 5 years-21.7247.59-46%
Returns for 10 yearsN/A75.67-
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