PEGEX
Price
$20.30
Change
-$0.34 (-1.65%)
Updated
Jun 13 closing price
Net Assets
2.21B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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PEGEX vs PMBPX

Header iconPEGEX vs PMBPX Comparison
Open Charts PEGEX vs PMBPXBanner chart's image
PGIM Jennison Mid-Cap Growth R2
Price$20.30
Change-$0.34 (-1.65%)
VolumeN/A
Net Assets2.21B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
PEGEX vs PMBPX Comparison Chart
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PEGEX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. PEGEX (2.21B). PMBPX pays higher dividends than PEGEX: PMBPX (0.01) vs PEGEX (0.00). PEGEX was incepted earlier than PMBPX: PEGEX (7 years) vs PMBPX (25 years). PEGEX (1.38) is less costly to investors than PMBPX (0.83). PEGEX is a more actively managed with annual turnover of: 61.00 vs. PMBPX (10.50). PEGEX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. PEGEX (-1.98). PMBPX return over 5 years is better than : 54.31 vs. PEGEX (-20.67).
PEGEXPMBPXPEGEX / PMBPX
Total Expense Ratio1.080.83130%
Annual Report Gross Expense Ratio1.380.83166%
Fund Existence7 years25 years-
Gain YTD-5.2731.933-273%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.21B30.6B7%
Annual Yield % from dividends0.000.01-
Returns for 1 year-1.9810.26-19%
Returns for 3 years26.4849.5253%
Returns for 5 years-20.6754.31-38%
Returns for 10 yearsN/A92.68-
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