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PGWIX vs PMBJX
PGWIX vs PMBJX Comparison
Open Charts PGWIX vs PMBJX
Principal MidCap Growth Inst
Price$11.54
Change-$0.12 (-1.03%)
VolumeN/A
Net Assets184.46M
PGWIX vs PMBJX Comparison Chart
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PGWIX vs. PMBJX commentary
Jun 16, 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 PGWIX is a Buy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. PGWIX (184M). PMBJX pays higher dividends than PGWIX: PMBJX (0.06) vs PGWIX (0.00). PGWIX was incepted earlier than PMBJX: PGWIX (24 years) vs PMBJX (24 years). PGWIX (0.78) and PMBJX (0.78) have similar cost to investors . PGWIX is a more actively managed with annual turnover of: 149.50 vs. PMBJX (10.50). PGWIX has a lower initial minimum investment than PMBJX: PGWIX (0) vs PMBJX (1000). PGWIX annual gain was more profitable for investors over the last year : 15.40 vs. PMBJX (10.12). PMBJX return over 5 years is better than : 53.13 vs. PGWIX (25.57).
| PGWIX | PMBJX | PGWIX / PMBJX | |
| Total Expense Ratio | 0.75 | 0.78 | 96% |
| Annual Report Gross Expense Ratio | 0.78 | 0.78 | 100% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -1.368 | 1.960 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 30.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 15.40 | 10.12 | 152% |
| Returns for 3 years | 38.87 | 48.96 | 79% |
| Returns for 5 years | 25.57 | 53.13 | 48% |
| Returns for 10 years | 51.96 | 88.94 | 58% |
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