PEMGX
Price
$39.53
Change
-$4.75 (-10.73%)
Updated
Feb 3 closing price
Net Assets
29.47B
PMBMX
Price
$37.68
Change
-$4.68 (-11.05%)
Updated
Feb 3 closing price
Net Assets
29.47B
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PEMGX vs PMBMX

Header iconPEMGX vs PMBMX Comparison
Open Charts PEMGX vs PMBMXBanner chart's image
Principal MidCap A
Price$39.53
Change-$4.75 (-10.73%)
VolumeN/A
Net Assets29.47B
Principal MidCap R3
Price$37.68
Change-$4.68 (-11.05%)
VolumeN/A
Net Assets29.47B
PEMGX vs PMBMX Comparison Chart in %
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PEMGX vs. PMBMX 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX (29.5B) and PMBMX (29.5B) have equal amount of cash in the bank . PEMGX (0.00) and PMBMX (0.00) have matching dividends . PEMGX was incepted earlier than PMBMX: PEMGX (21 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than PEMGX (0.91). PEMGX (13.70) and PMBMX (13.70) have comparable annual turnover. PMBMX has a lower initial minimum investment than PEMGX: PMBMX (0) vs PEMGX (1000). PEMGX (-11.39) and PMBMX (-11.84) have marching annual gain over last year. PEMGX return over 5 years is better than : 11.73 vs. PMBMX (9.56).
PEMGXPMBMXPEMGX / PMBMX
Total Expense Ratio0.911.1480%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence21 years25 years-
Gain YTD-2.946-2.98799%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.5B29.5B100%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.39-11.8496%
Returns for 3 years20.3718.93108%
Returns for 5 years11.739.56123%
Returns for 10 years115.63108.34107%
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