PEMGX
Price
$43.15
Change
-$0.19 (-0.44%)
Updated
Dec 2 closing price
Net Assets
31.51B
PMBMX
Price
$41.27
Change
-$0.18 (-0.43%)
Updated
Dec 2 closing price
Net Assets
31.51B
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PEMGX vs PMBMX

Header iconPEMGX vs PMBMX Comparison
Open Charts PEMGX vs PMBMXBanner chart's image
Principal MidCap A
Price$43.15
Change-$0.19 (-0.44%)
VolumeN/A
Net Assets31.51B
Principal MidCap R3
Price$41.27
Change-$0.18 (-0.43%)
VolumeN/A
Net Assets31.51B
PEMGX vs PMBMX Comparison Chart in %
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PEMGX vs. PMBMX commentary
Dec 04, 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 (31.5B) and PMBMX (31.5B) 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 (-8.04) and PMBMX (-8.38) have marching annual gain over last year. PEMGX return over 5 years is better than : 26.10 vs. PMBMX (23.98).
PEMGXPMBMXPEMGX / PMBMX
Total Expense Ratio0.911.1480%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence20 years25 years-
Gain YTD1.6891.469115%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.5B31.5B100%
Annual Yield % from dividends0.000.02-
Returns for 1 year-8.04-8.3896%
Returns for 3 years31.5730.25104%
Returns for 5 years26.1023.98109%
Returns for 10 years93.5987.43107%
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