PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
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PEMGX vs PMBMX

Header iconPEMGX vs PMBMX Comparison
Open Charts PEMGX vs PMBMXBanner chart's image
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.03B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.03B
PEMGX vs PMBMX Comparison Chart in %
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PEMGX vs. PMBMX commentary
Jul 26, 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 (33B) and PMBMX (33B) 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 (13.43) and PMBMX (13.04) have marching annual gain over last year. PEMGX (55.06) and PMBMX (52.44) have equivalent 5 years return.
PEMGXPMBMXPEMGX / PMBMX
Total Expense Ratio0.911.1480%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence20 years25 years-
Gain YTD8.5648.421102%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33B33B100%
Annual Yield % from dividends0.000.02-
Returns for 1 year13.4313.04103%
Returns for 3 years48.7847.27103%
Returns for 5 years55.0652.44105%
Returns for 10 years103.8797.42107%
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