PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
TAAGX
Price
$12.73
Change
+$0.08 (+0.63%)
Updated
Jul 3 closing price
Net Assets
81.07M
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PEMGX vs TAAGX

Header iconPEMGX vs TAAGX Comparison
Open Charts PEMGX vs TAAGXBanner chart's image
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
Timothy Plan Small/Mid Cap Growth Cl A
Price$12.73
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets81.07M
PEMGX vs TAAGX Comparison Chart in %
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PEMGX vs. TAAGX commentary
Jul 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 TAAGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. TAAGX (81.1M). TAAGX pays higher dividends than PEMGX: TAAGX (0.21) vs PEMGX (0.00). PEMGX was incepted earlier than TAAGX: PEMGX (20 years) vs TAAGX (25 years). TAAGX (1.59) is less costly to investors than PEMGX (0.91). TAAGX is a more actively managed with annual turnover of: 95.00 vs. PEMGX (10.50). PEMGX (6%) and TAAGX (6%) have equivalent initial investment costs. PEMGX (1000) and TAAGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. TAAGX (1.72). PEMGX return over 5 years is better than : 58.39 vs. TAAGX (40.33).
PEMGXTAAGXPEMGX / TAAGX
Total Expense Ratio0.911.4961%
Annual Report Gross Expense Ratio0.911.5957%
Fund Existence20 years25 years-
Gain YTD6.9923.412205%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B81.1M39,827%
Annual Yield % from dividends0.000.21-
Returns for 1 year15.241.72886%
Returns for 3 years51.7047.29109%
Returns for 5 years58.3940.33145%
Returns for 10 years101.0943.00235%
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