PEGEX
Price
$21.65
Change
+$0.19 (+0.89%)
Updated
Jul 25 closing price
Net Assets
2.31B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$21.65
Change+$0.19 (+0.89%)
VolumeN/A
Net Assets2.31B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
PEGEX vs PMBPX Comparison Chart in %
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PEGEX vs. PMBPX commentary
Jul 28, 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: 33.2B vs. PEGEX (2.31B). PMBPX pays higher dividends than PEGEX: PMBPX (0.01) vs PEGEX (0.00). PEGEX was incepted earlier than PMBPX: PEGEX (8 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 : 13.61 vs. PEGEX (5.10). PMBPX return over 5 years is better than : 56.25 vs. PEGEX (-22.73).
PEGEXPMBPXPEGEX / PMBPX
Total Expense Ratio1.080.83130%
Annual Report Gross Expense Ratio1.380.83166%
Fund Existence8 years25 years-
Gain YTD1.0278.60612%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.31B33.2B7%
Annual Yield % from dividends0.000.01-
Returns for 1 year5.1013.6137%
Returns for 3 years26.9849.3855%
Returns for 5 years-22.7356.25-40%
Returns for 10 yearsN/A107.27-
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