PEMGX
Price
$39.53
Change
-$4.75 (-10.73%)
Updated
Feb 3 closing price
Net Assets
30.27B
TRSZX
Price
$22.25
Change
-$1.49 (-6.28%)
Updated
Feb 3 closing price
Net Assets
347.46M
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PEMGX vs TRSZX

Header iconPEMGX vs TRSZX Comparison
Open Charts PEMGX vs TRSZXBanner chart's image
Principal MidCap A
Price$39.53
Change-$4.75 (-10.73%)
VolumeN/A
Net Assets30.27B
T. Rowe Price Mid-Cap Index Z
Price$22.25
Change-$1.49 (-6.28%)
VolumeN/A
Net Assets347.46M
PEMGX vs TRSZX Comparison Chart in %
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PEMGX vs. TRSZX commentary
Feb 04, 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 TRSZX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.3B vs. TRSZX (347M). TRSZX pays higher dividends than PEMGX: TRSZX (1.00) vs PEMGX (0.00). PEMGX was incepted earlier than TRSZX: PEMGX (21 years) vs TRSZX (6 years). PEMGX (0.91) is less costly to investors than TRSZX (0.25). TRSZX is a more actively managed with annual turnover of: 31.70 vs. PEMGX (13.70). TRSZX has a lower initial minimum investment than PEMGX: TRSZX (0) vs PEMGX (1000). TRSZX annual gain was more profitable for investors over the last year : 1.58 vs. PEMGX (-9.54). TRSZX return over 5 years is better than : 21.87 vs. PEMGX (16.31).
PEMGXTRSZXPEMGX / TRSZX
Total Expense Ratio0.910.00-
Annual Report Gross Expense Ratio0.910.25364%
Fund Existence21 years6 years-
Gain YTD-0.3931.267-31%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.3B347M8,732%
Annual Yield % from dividends0.001.00-
Returns for 1 year-9.541.58-604%
Returns for 3 years23.5446.9550%
Returns for 5 years16.3121.8775%
Returns for 10 years121.30N/A-
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