PEGEX
Price
$21.34
Change
+$0.33 (+1.57%)
Updated
Jul 3 closing price
Net Assets
2.31B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$21.34
Change+$0.33 (+1.57%)
VolumeN/A
Net Assets2.31B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
PEGEX vs PMBJX Comparison Chart in %
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PEGEX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. PEGEX (2.31B). 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 : 15.26 vs. PEGEX (1.81). PMBJX return over 5 years is better than : 58.39 vs. PEGEX (-21.72).
PEGEXPMBJXPEGEX / PMBJX
Total Expense Ratio1.080.78138%
Annual Report Gross Expense Ratio1.380.78177%
Fund Existence8 years24 years-
Gain YTD-0.4207.057-6%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.31B32.3B7%
Annual Yield % from dividends0.000.06-
Returns for 1 year1.8115.2612%
Returns for 3 years29.1851.7956%
Returns for 5 years-21.7258.39-37%
Returns for 10 yearsN/A100.46-
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