PEMGX
Price
$43.82
Change
+$0.07 (+0.16%)
Updated
Nov 12 closing price
Net Assets
31.95B
PMBPX
Price
$44.73
Change
+$0.07 (+0.16%)
Updated
Nov 12 closing price
Net Assets
31.95B
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PEMGX vs PMBPX

Header iconPEMGX vs PMBPX Comparison
Open Charts PEMGX vs PMBPXBanner chart's image
Principal MidCap A
Price$43.82
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.95B
Principal MidCap R5
Price$44.73
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.95B
PEMGX vs PMBPX Comparison Chart in %
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PEMGX vs. PMBPX commentary
Nov 14, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX (32B) and PMBPX (32B) 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 (-4.82) and PEMGX (-5.01) have marching annual gain over last year. PMBPX (31.53) and PEMGX (30.49) have equivalent 5 years return.
PEMGXPMBPXPEMGX / PMBPX
Total Expense Ratio0.910.83110%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence20 years25 years-
Gain YTD2.8162.92296%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32B32B100%
Annual Yield % from dividends0.000.01-
Returns for 1 year-5.01-4.82104%
Returns for 3 years34.1734.8298%
Returns for 5 years30.4931.5397%
Returns for 10 years103.52106.9997%
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