PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.13B
PMBMX
Price
$43.62
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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PEMGX vs PMBMX

Header iconPEMGX vs PMBMX Comparison
Open Charts PEMGX vs PMBMXBanner chart's image
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.13B
Principal MidCap R3
Price$43.62
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.13B
PEMGX vs PMBMX Comparison Chart in %
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PEMGX vs. PMBMX commentary
Sep 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 PEMGX is a StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX (33.1B) and PMBMX (33.1B) have equal amount of cash in the bank . PMBMX pays higher dividends than PEMGX: PMBMX (0.02) vs PEMGX (0.00). PEMGX was incepted earlier than PMBMX: PEMGX (20 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than PEMGX (0.91). PEMGX (10.50) and PMBMX (10.50) have comparable annual turnover. PMBMX has a lower initial minimum investment than PEMGX: PMBMX (0) vs PEMGX (1000). PEMGX (9.01) and PMBMX (8.59) have marching annual gain over last year. PEMGX return over 5 years is better than : 46.31 vs. PMBMX (43.76).
PEMGXPMBMXPEMGX / PMBMX
Total Expense Ratio0.911.1480%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence20 years25 years-
Gain YTD6.9696.781103%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B33.1B100%
Annual Yield % from dividends0.000.02-
Returns for 1 year9.018.59105%
Returns for 3 years45.4243.95103%
Returns for 5 years46.3143.76106%
Returns for 10 years108.18101.62106%
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