PEMGX
Price
$43.50
Change
+$0.35 (+0.81%)
Updated
Dec 3 closing price
Net Assets
31.57B
TRMSX
Price
$23.50
Change
+$0.03 (+0.13%)
Updated
Dec 2 closing price
Net Assets
337.71M
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PEMGX vs TRMSX

Header iconPEMGX vs TRMSX Comparison
Open Charts PEMGX vs TRMSXBanner chart's image
Principal MidCap A
Price$43.50
Change+$0.35 (+0.81%)
VolumeN/A
Net Assets31.57B
T. Rowe Price Mid-Cap Index I
Price$23.50
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets337.71M
PEMGX vs TRMSX Comparison Chart in %
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PEMGX vs. TRMSX 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 TRMSX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.6B vs. TRMSX (338M). TRMSX pays higher dividends than PEMGX: TRMSX (0.76) vs PEMGX (0.00). PEMGX was incepted earlier than TRMSX: PEMGX (20 years) vs TRMSX (10 years). PEMGX (0.91) is less costly to investors than TRMSX (0.30). TRMSX is a more actively managed with annual turnover of: 31.70 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than TRMSX: PEMGX (1000) vs TRMSX (500000). TRMSX annual gain was more profitable for investors over the last year : 4.08 vs. PEMGX (-8.04). TRMSX return over 5 years is better than : 34.46 vs. PEMGX (26.10).
PEMGXTRMSXPEMGX / TRMSX
Total Expense Ratio0.910.14650%
Annual Report Gross Expense Ratio0.910.30303%
Fund Existence20 years10 years-
Gain YTD1.68912.56613%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.6B338M9,349%
Annual Yield % from dividends0.000.76-
Returns for 1 year-8.044.08-197%
Returns for 3 years31.5760.5552%
Returns for 5 years26.1034.4676%
Returns for 10 years93.59N/A-
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