PEGEX
Price
$20.30
Change
-$0.34 (-1.65%)
Updated
Jun 13 closing price
Net Assets
2.21B
PMBCX
Price
$35.64
Change
-$0.55 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$20.30
Change-$0.34 (-1.65%)
VolumeN/A
Net Assets2.21B
Principal MidCap C
Price$35.64
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets30.56B
PEGEX vs PMBCX Comparison Chart
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PEGEX vs. PMBCX commentary
Jun 16, 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: 30.6B vs. PEGEX (2.21B). PEGEX (0.00) and PMBCX (0.00) have matching dividends . PEGEX was incepted earlier than PMBCX: PEGEX (7 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 : 9.12 vs. PEGEX (-1.98). PMBCX return over 5 years is better than : 42.73 vs. PEGEX (-20.67).
PEGEXPMBCXPEGEX / PMBCX
Total Expense Ratio1.081.7562%
Annual Report Gross Expense Ratio1.381.7579%
Fund Existence7 years18 years-
Gain YTD-5.2731.538-343%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.21B30.6B7%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.989.12-22%
Returns for 3 years26.4842.8562%
Returns for 5 years-20.6742.73-48%
Returns for 10 yearsN/A65.54-
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