PEMGX
Price
$43.15
Change
-$0.19 (-0.44%)
Updated
Dec 2 closing price
Net Assets
31.51B
PMBPX
Price
$44.05
Change
-$0.19 (-0.43%)
Updated
Dec 2 closing price
Net Assets
31.51B
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PEMGX vs PMBPX

Header iconPEMGX vs PMBPX Comparison
Open Charts PEMGX vs PMBPXBanner chart's image
Principal MidCap A
Price$43.15
Change-$0.19 (-0.44%)
VolumeN/A
Net Assets31.51B
Principal MidCap R5
Price$44.05
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets31.51B
PEMGX vs PMBPX Comparison Chart in %
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PEMGX vs. PMBPX commentary
Dec 04, 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 (31.5B) and PMBPX (31.5B) 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 (-7.88) and PEMGX (-8.04) have marching annual gain over last year. PMBPX (27.10) and PEMGX (26.10) have equivalent 5 years return.
PEMGXPMBPXPEMGX / PMBPX
Total Expense Ratio0.910.83110%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence20 years25 years-
Gain YTD1.6891.79594%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.5B31.5B100%
Annual Yield % from dividends0.000.01-
Returns for 1 year-8.04-7.88102%
Returns for 3 years31.5732.1598%
Returns for 5 years26.1027.1096%
Returns for 10 years93.5996.8597%
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