PEMGX
Price
$39.53
Change
-$4.75 (-10.73%)
Updated
Feb 3 closing price
Net Assets
29.47B
PMBJX
Price
$37.80
Change
-$4.64 (-10.93%)
Updated
Feb 3 closing price
Net Assets
30.27B
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PEMGX vs PMBJX

Header iconPEMGX vs PMBJX Comparison
Open Charts PEMGX vs PMBJXBanner chart's image
Principal MidCap A
Price$39.53
Change-$4.75 (-10.73%)
VolumeN/A
Net Assets29.47B
Principal MidCap J
Price$37.80
Change-$4.64 (-10.93%)
VolumeN/A
Net Assets30.27B
PEMGX vs PMBJX Comparison Chart in %
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PEMGX vs. PMBJX commentary
Feb 04, 2026

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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX (30.3B) and PEMGX (29.5B) have equal amount of cash in the bank . PEMGX (0.00) and PMBJX (0.00) have matching dividends . PEMGX was incepted earlier than PMBJX: PEMGX (21 years) vs PMBJX (25 years). PEMGX (0.91) is less costly to investors than PMBJX (0.78). PEMGX (13.70) and PMBJX (13.70) have comparable annual turnover. PEMGX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PEMGX (-11.39) and PMBJX (-11.50) have marching annual gain over last year. PEMGX (11.73) and PMBJX (11.44) have equivalent 5 years return.
PEMGXPMBJXPEMGX / PMBJX
Total Expense Ratio0.910.78117%
Annual Report Gross Expense Ratio0.910.78117%
Fund Existence21 years25 years-
Gain YTD-2.946-2.953100%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets29.5B30.3B97%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.39-11.5099%
Returns for 3 years20.3720.26101%
Returns for 5 years11.7311.44103%
Returns for 10 years115.63114.81101%
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