PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.13B
TRSZX
Price
$23.34
Change
+$0.24 (+1.04%)
Updated
Sep 4 closing price
Net Assets
321.83M
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PEMGX vs TRSZX

Header iconPEMGX vs TRSZX Comparison
Open Charts PEMGX vs TRSZXBanner chart's image
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.13B
T. Rowe Price Mid-Cap Index Z
Price$23.34
Change+$0.24 (+1.04%)
VolumeN/A
Net Assets321.83M
PEMGX vs TRSZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. TRSZX (322M). TRSZX pays higher dividends than PEMGX: TRSZX (0.87) vs PEMGX (0.00). PEMGX was incepted earlier than TRSZX: PEMGX (20 years) vs TRSZX (5 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 (10.50). 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 : 24.75 vs. PEMGX (9.01). TRSZX return over 5 years is better than : 62.69 vs. PEMGX (46.31).
PEMGXTRSZXPEMGX / TRSZX
Total Expense Ratio0.910.00-
Annual Report Gross Expense Ratio0.910.25364%
Fund Existence20 years5 years-
Gain YTD6.96911.88959%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B322M10,280%
Annual Yield % from dividends0.000.87-
Returns for 1 year9.0124.7536%
Returns for 3 years45.4264.8570%
Returns for 5 years46.3162.6974%
Returns for 10 years108.18N/A-
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