PEMGX
Price
$41.81
Change
-$0.25 (-0.59%)
Updated
Jan 13 closing price
Net Assets
31.55B
PMBMX
Price
$39.86
Change
-$0.24 (-0.60%)
Updated
Jan 13 closing price
Net Assets
31.35B
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PEMGX vs PMBMX

Header iconPEMGX vs PMBMX Comparison
Open Charts PEMGX vs PMBMXBanner chart's image
Principal MidCap A
Price$41.81
Change-$0.25 (-0.59%)
VolumeN/A
Net Assets31.55B
Principal MidCap R3
Price$39.86
Change-$0.24 (-0.60%)
VolumeN/A
Net Assets31.35B
PEMGX vs PMBMX Comparison Chart in %
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PEMGX vs. PMBMX commentary
Jan 15, 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 (31.6B) and PMBMX (31.3B) 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 (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 annual gain was more profitable for investors over the last year : -0.17 vs. PMBMX (-0.67). PEMGX return over 5 years is better than : 19.90 vs. PMBMX (17.54).
PEMGXPMBMXPEMGX / PMBMX
Total Expense Ratio0.911.1480%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence21 years25 years-
Gain YTD2.6522.626101%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.6B31.3B101%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.17-0.6725%
Returns for 3 years31.1129.57105%
Returns for 5 years19.9017.54113%
Returns for 10 years127.08119.42106%
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