PEMGX
Price
$41.27
Change
-$2.06 (-4.75%)
Updated
Dec 11 closing price
Net Assets
31.27B
PMBMX
Price
$39.36
Change
-$2.08 (-5.02%)
Updated
Dec 11 closing price
Net Assets
31.27B
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PEMGX vs PMBMX

Header iconPEMGX vs PMBMX Comparison
Open Charts PEMGX vs PMBMXBanner chart's image
Principal MidCap A
Price$41.27
Change-$2.06 (-4.75%)
VolumeN/A
Net Assets31.27B
Principal MidCap R3
Price$39.36
Change-$2.08 (-5.02%)
VolumeN/A
Net Assets31.27B
PEMGX vs PMBMX Comparison Chart in %
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PEMGX vs. PMBMX commentary
Dec 13, 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 Hold and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX (31.3B) and PMBMX (31.3B) 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 (-11.11) and PMBMX (-11.67) have marching annual gain over last year. PEMGX return over 5 years is better than : 20.99 vs. PMBMX (18.62).
PEMGXPMBMXPEMGX / PMBMX
Total Expense Ratio0.911.1480%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence20 years25 years-
Gain YTD-3.168-3.64787%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.3B31.3B100%
Annual Yield % from dividends0.000.02-
Returns for 1 year-11.11-11.6795%
Returns for 3 years28.6126.96106%
Returns for 5 years20.9918.62113%
Returns for 10 years92.8486.14108%
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