PGWIX
Price
$12.46
Change
+$0.19 (+1.55%)
Updated
Jul 3 closing price
Net Assets
197.48M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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PGWIX vs PMBPX

Header iconPGWIX vs PMBPX Comparison
Open Charts PGWIX vs PMBPXBanner chart's image
Principal MidCap Growth Inst
Price$12.46
Change+$0.19 (+1.55%)
VolumeN/A
Net Assets197.48M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
PGWIX vs PMBPX Comparison Chart in %
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PGWIX vs. PMBPX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. PGWIX (197M). 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 : 23.24 vs. PMBPX (15.41). PMBPX return over 5 years is better than : 59.60 vs. PGWIX (26.37).
PGWIXPMBPXPGWIX / PMBPX
Total Expense Ratio0.750.8390%
Annual Report Gross Expense Ratio0.780.8394%
Fund Existence24 years25 years-
Gain YTD6.4967.04192%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets197M32.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year23.2415.41151%
Returns for 3 years45.9052.3988%
Returns for 5 years26.3759.6044%
Returns for 10 years64.73104.4662%
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