PEGEX
Price
$21.34
Change
+$0.33 (+1.57%)
Updated
Jul 3 closing price
Net Assets
2.31B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$21.34
Change+$0.33 (+1.57%)
VolumeN/A
Net Assets2.31B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
PEGEX vs PMBPX Comparison Chart in %
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PEGEX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B 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 : 15.41 vs. PEGEX (1.81). PMBPX return over 5 years is better than : 59.60 vs. PEGEX (-21.72).
PEGEXPMBPXPEGEX / PMBPX
Total Expense Ratio1.080.83130%
Annual Report Gross Expense Ratio1.380.83166%
Fund Existence8 years25 years-
Gain YTD-0.4207.041-6%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.31B32.3B7%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.8115.4112%
Returns for 3 years29.1852.3956%
Returns for 5 years-21.7259.60-36%
Returns for 10 yearsN/A104.46-
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