Interact to see
Advertisement
Advertisement
PGWIX vs PMBMX
PGWIX vs PMBMX Comparison
Open Charts PGWIX vs PMBMX
Principal MidCap Growth Inst
Price$12.88
Change+$0.13 (+1.02%)
VolumeN/A
Net Assets200.92M
PGWIX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGWIX vs. PMBMX commentary
Jul 28, 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. PGWIX (201M). PMBMX pays higher dividends than PGWIX: PMBMX (0.02) vs PGWIX (0.00). PGWIX was incepted earlier than PMBMX: PGWIX (24 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than PGWIX (0.78). PGWIX is a more actively managed with annual turnover of: 149.50 vs. PMBMX (10.50). PGWIX (0) and PMBMX (0) have matching initial minimum investment requirements. PGWIX annual gain was more profitable for investors over the last year : 32.24 vs. PMBMX (13.04). PMBMX return over 5 years is better than : 52.44 vs. PGWIX (27.27).
| PGWIX | PMBMX | PGWIX / PMBMX | |
| Total Expense Ratio | 0.75 | 1.14 | 66% |
| Annual Report Gross Expense Ratio | 0.78 | 1.14 | 68% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 10.085 | 8.421 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 33.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 32.24 | 13.04 | 247% |
| Returns for 3 years | 45.87 | 47.27 | 97% |
| Returns for 5 years | 27.27 | 52.44 | 52% |
| Returns for 10 years | 68.94 | 97.42 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QQQY | 26.14 | 0.08 | +0.31% |
| Defiance Nasdaq 100 Target 30 Income ETF | |||
| JANU | 26.58 | 0.08 | +0.28% |
| AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF | |||
| LTPZ | 51.85 | 0.14 | +0.28% |
| PIMCO 15+ Year US TIPS ETF | |||
| XHYF | 37.95 | N/A | N/A |
| BondBloxx US Hg Yld Fncl & REIT Str ETF | |||
| AVEM | 70.53 | -0.53 | -0.75% |
| Avantis Emerging Markets Equity ETF | |||