PGWIX
Price
$12.88
Change
+$0.13 (+1.02%)
Updated
Jul 25 closing price
Net Assets
200.92M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$12.88
Change+$0.13 (+1.02%)
VolumeN/A
Net Assets200.92M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
PGWIX vs PMBPX Comparison Chart in %
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PGWIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. PGWIX (201M). 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 : 32.24 vs. PMBPX (13.61). PMBPX return over 5 years is better than : 56.25 vs. PGWIX (27.27).
PGWIXPMBPXPGWIX / PMBPX
Total Expense Ratio0.750.8390%
Annual Report Gross Expense Ratio0.780.8394%
Fund Existence24 years25 years-
Gain YTD10.0858.606117%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets201M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year32.2413.61237%
Returns for 3 years45.8749.3893%
Returns for 5 years27.2756.2548%
Returns for 10 years68.94107.2764%
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