PEGGX
Price
$22.39
Change
+$0.20 (+0.90%)
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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PEGGX vs PMBPX

Header iconPEGGX vs PMBPX Comparison
Open Charts PEGGX vs PMBPXBanner chart's image
PGIM Jennison Mid-Cap Growth R4
Price$22.39
Change+$0.20 (+0.90%)
VolumeN/A
Net Assets2.31B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
PEGGX vs PMBPX Comparison Chart in %
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PEGGX 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 PEGGX is a Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. PEGGX (2.31B). PMBPX pays higher dividends than PEGGX: PMBPX (0.01) vs PEGGX (0.00). PEGGX was incepted earlier than PMBPX: PEGGX (8 years) vs PMBPX (25 years). PEGGX (0.87) and PMBPX (0.83) have similar cost to investors . PEGGX is a more actively managed with annual turnover of: 61.00 vs. PMBPX (10.50). PEGGX (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. PEGGX (5.51). PMBPX return over 5 years is better than : 56.25 vs. PEGGX (-20.86).
PEGGXPMBPXPEGGX / PMBPX
Total Expense Ratio0.830.83100%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence8 years25 years-
Gain YTD1.2218.60614%
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 year5.5113.6141%
Returns for 3 years28.3149.3857%
Returns for 5 years-20.8656.25-37%
Returns for 10 yearsN/A107.27-
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