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PGWIX vs PMBPX
PGWIX vs PMBPX Comparison
Open Charts PGWIX vs PMBPX
Principal MidCap Growth Inst
Price$11.54
Change-$0.12 (-1.03%)
VolumeN/A
Net Assets184.46M
PGWIX vs PMBPX Comparison Chart
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PGWIX vs. PMBPX 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. PGWIX (184M). PMBPX pays higher dividends than PGWIX: PMBPX (0.01) vs PGWIX (0.00). PGWIX was incepted earlier than PMBPX: PGWIX (24 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than PGWIX (0.78). PGWIX is a more actively managed with annual turnover of: 149.50 vs. PMBPX (10.50). PGWIX (0) and PMBPX (0) have matching initial minimum investment requirements. PGWIX annual gain was more profitable for investors over the last year : 15.40 vs. PMBPX (10.26). PMBPX return over 5 years is better than : 54.31 vs. PGWIX (25.57).
| PGWIX | PMBPX | PGWIX / PMBPX | |
| Total Expense Ratio | 0.75 | 0.83 | 90% |
| Annual Report Gross Expense Ratio | 0.78 | 0.83 | 94% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -1.368 | 1.933 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 30.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 15.40 | 10.26 | 150% |
| Returns for 3 years | 38.87 | 49.52 | 78% |
| Returns for 5 years | 25.57 | 54.31 | 47% |
| Returns for 10 years | 51.96 | 92.68 | 56% |
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