PEMGX
Price
$40.46
Change
-$0.22 (-0.54%)
Updated
Jan 30 closing price
Net Assets
30.25B
PMBPX
Price
$41.36
Change
-$0.22 (-0.53%)
Updated
Jan 30 closing price
Net Assets
30.25B
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PEMGX vs PMBPX

Header iconPEMGX vs PMBPX Comparison
Open Charts PEMGX vs PMBPXBanner chart's image
Principal MidCap A
Price$40.46
Change-$0.22 (-0.54%)
VolumeN/A
Net Assets30.25B
Principal MidCap R5
Price$41.36
Change-$0.22 (-0.53%)
VolumeN/A
Net Assets30.25B
PEMGX vs PMBPX Comparison Chart in %
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PEMGX vs. PMBPX commentary
Feb 02, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX (30.2B) and PMBPX (30.2B) have equal amount of cash in the bank . PEMGX (0.00) and PMBPX (0.00) have matching dividends . PEMGX was incepted earlier than PMBPX: PEMGX (21 years) vs PMBPX (25 years). PEMGX (0.91) is less costly to investors than PMBPX (0.83). PEMGX (13.70) and PMBPX (13.70) have comparable annual turnover. PMBPX has a lower initial minimum investment than PEMGX: PMBPX (0) vs PEMGX (1000). PMBPX (-10.05) and PEMGX (-10.27) have marching annual gain over last year. PMBPX return over 5 years is better than : 21.73 vs. PEMGX (20.63).
PEMGXPMBPXPEMGX / PMBPX
Total Expense Ratio0.910.83110%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence21 years25 years-
Gain YTD-0.663-0.649102%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.2B30.2B100%
Annual Yield % from dividends0.000.00-
Returns for 1 year-10.27-10.05102%
Returns for 3 years24.3425.0097%
Returns for 5 years20.6321.7395%
Returns for 10 years117.86121.8097%
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