PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.13B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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PEMGX vs PMBPX

Header iconPEMGX vs PMBPX Comparison
Open Charts PEMGX vs PMBPXBanner chart's image
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.13B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
PEMGX vs PMBPX Comparison Chart in %
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PEMGX vs. PMBPX commentary
Sep 07, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX (33.1B) and PMBPX (33.1B) have equal amount of cash in the bank . PMBPX pays higher dividends than PEMGX: PMBPX (0.01) vs PEMGX (0.00). PEMGX was incepted earlier than PMBPX: PEMGX (20 years) vs PMBPX (25 years). PEMGX (0.91) is less costly to investors than PMBPX (0.83). PEMGX (10.50) and PMBPX (10.50) have comparable annual turnover. PMBPX has a lower initial minimum investment than PEMGX: PMBPX (0) vs PEMGX (1000). PMBPX (9.16) and PEMGX (9.01) have marching annual gain over last year. PMBPX (47.38) and PEMGX (46.31) have equivalent 5 years return.
PEMGXPMBPXPEMGX / PMBPX
Total Expense Ratio0.910.83110%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence20 years25 years-
Gain YTD6.9697.01899%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B33.1B100%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.019.1698%
Returns for 3 years45.4246.0499%
Returns for 5 years46.3147.3898%
Returns for 10 years108.18111.6397%
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