PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
PMBMX
Price
$41.67
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
Interact to see
Advertisement

PEMGX vs PMBMX

Header iconPEMGX vs PMBMX Comparison
Open Charts PEMGX vs PMBMXBanner chart's image
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.93B
Principal MidCap R3
Price$41.67
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
PEMGX vs PMBMX Comparison Chart in %
View a ticker or compare two or three
VS
PEMGX vs. PMBMX commentary
Oct 19, 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 Buy and PMBMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX (31.9B) and PMBMX (31.9B) 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 annual gain was more profitable for investors over the last year : -3.03 vs. PMBMX (-3.39). PEMGX return over 5 years is better than : 35.03 vs. PMBMX (32.70).
PEMGXPMBMXPEMGX / PMBMX
Total Expense Ratio0.911.1480%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence20 years25 years-
Gain YTD2.2062.007110%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B31.9B100%
Annual Yield % from dividends0.000.02-
Returns for 1 year-3.03-3.3989%
Returns for 3 years48.5747.07103%
Returns for 5 years35.0332.70107%
Returns for 10 years99.1892.87107%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EPSV23.720.07
+0.27%
Harbor Smid Cap Value ETF
JHMU26.220.01
+0.05%
JHancock Dynamic Municipal Bond ETF
SRHQ37.63N/A
N/A
SRH U.S. Quality GARP ETF
STK36.66-0.03
-0.08%
Columbia Seligman Premium Technology Growth Fund
SCHE33.52-0.08
-0.24%
Schwab Emerging Markets Equity ETF™