PEMGX
Price
$41.73
Change
-$0.08 (-0.19%)
Updated
Jan 14 closing price
Net Assets
31.35B
TRMSX
Price
$22.88
Change
-$0.03 (-0.13%)
Updated
Jan 14 closing price
Net Assets
347.46M
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PEMGX vs TRMSX

Header iconPEMGX vs TRMSX Comparison
Open Charts PEMGX vs TRMSXBanner chart's image
Principal MidCap A
Price$41.73
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets31.35B
T. Rowe Price Mid-Cap Index I
Price$22.88
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets347.46M
PEMGX vs TRMSX Comparison Chart in %
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PEMGX vs. TRMSX commentary
Jan 15, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.3B vs. TRMSX (347M). TRMSX pays higher dividends than PEMGX: TRMSX (0.89) vs PEMGX (0.00). PEMGX was incepted earlier than TRMSX: PEMGX (21 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 : 8.86 vs. PEMGX (-1.39). TRMSX return over 5 years is better than : 25.17 vs. PEMGX (20.43).
PEMGXTRMSXPEMGX / TRMSX
Total Expense Ratio0.910.14650%
Annual Report Gross Expense Ratio0.910.30303%
Fund Existence21 years10 years-
Gain YTD2.4553.62368%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.3B347M9,020%
Annual Yield % from dividends0.000.89-
Returns for 1 year-1.398.86-16%
Returns for 3 years30.8660.1351%
Returns for 5 years20.4325.1781%
Returns for 10 years126.64182.7169%
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