Interact to see
Advertisement
Advertisement
PEMGX vs PHPPX
PEMGX vs PHPPX Comparison
Open Charts PEMGX vs PHPPX
Principal MidCap Growth R5
Price$13.36
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets196.48M
PEMGX vs PHPPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEMGX vs. PHPPX commentary
Sep 09, 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 PEMGX is a StrongBuy and PHPPX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. PHPPX (196M). PEMGX (0.00) and PHPPX (0.00) have matching dividends . PEMGX was incepted earlier than PHPPX: PEMGX (20 years) vs PHPPX (25 years). PHPPX (0.93) and PEMGX (0.91) have similar cost to investors . PHPPX is a more actively managed with annual turnover of: 149.50 vs. PEMGX (10.50). PHPPX has a lower initial minimum investment than PEMGX: PHPPX (0) vs PEMGX (1000). PHPPX annual gain was more profitable for investors over the last year : 30.75 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. PHPPX (21.77).
| PEMGX | PHPPX | PEMGX / PHPPX | |
| Total Expense Ratio | 0.91 | 0.93 | 98% |
| Annual Report Gross Expense Ratio | 0.91 | 0.93 | 98% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 6.969 | 10.000 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 196M | 16,837% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.01 | 30.75 | 29% |
| Returns for 3 years | 45.42 | 44.05 | 103% |
| Returns for 5 years | 46.31 | 21.77 | 213% |
| Returns for 10 years | 108.18 | 75.37 | 144% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers