PEMGX
Price
$41.43
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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PEMGX vs PMBPX

Header iconPEMGX vs PMBPX Comparison
Open Charts PEMGX vs PMBPXBanner chart's image
Principal MidCap A
Price$41.43
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
PEMGX vs PMBPX Comparison Chart in %
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PEMGX vs. PMBPX commentary
Dec 29, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX (31.2B) and PMBPX (31.2B) 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 (21 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 annual gain was more profitable for investors over the last year : -4.50 vs. PEMGX (-4.74). PMBPX return over 5 years is better than : 20.39 vs. PEMGX (19.29).
PEMGXPMBPXPEMGX / PMBPX
Total Expense Ratio0.910.83110%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence21 years25 years-
Gain YTD-2.792-2.554109%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B31.2B100%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.74-4.50105%
Returns for 3 years38.5239.2398%
Returns for 5 years19.2920.3995%
Returns for 10 years100.30103.8597%
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