PEGEX
Price
$21.35
Change
-$0.02 (-0.09%)
Updated
Aug 15 closing price
Net Assets
2.25B
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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PEGEX vs PMBJX

Header iconPEGEX vs PMBJX Comparison
Open Charts PEGEX vs PMBJXBanner chart's image
PGIM Jennison Mid-Cap Growth R2
Price$21.35
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets2.25B
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
PEGEX vs PMBJX Comparison Chart in %
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PEGEX vs. PMBJX commentary
Aug 18, 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 Hold and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. PEGEX (2.25B). PMBJX pays higher dividends than PEGEX: PMBJX (0.06) vs PEGEX (0.00). PEGEX was incepted earlier than PMBJX: PEGEX (8 years) vs PMBJX (24 years). PEGEX (1.38) is less costly to investors than PMBJX (0.78). PEGEX is a more actively managed with annual turnover of: 61.00 vs. PMBJX (10.50). PEGEX has a lower initial minimum investment than PMBJX: PEGEX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 8.97 vs. PEGEX (3.04). PMBJX return over 5 years is better than : 44.05 vs. PEGEX (-26.83).
PEGEXPMBJXPEGEX / PMBJX
Total Expense Ratio1.080.78138%
Annual Report Gross Expense Ratio1.380.78177%
Fund Existence8 years24 years-
Gain YTD-0.3735.832-6%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.25B32.5B7%
Annual Yield % from dividends0.000.06-
Returns for 1 year3.048.9734%
Returns for 3 years10.8530.2536%
Returns for 5 years-26.8344.05-61%
Returns for 10 yearsN/A92.90-
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