PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.03B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
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PMBJX vs PMBMX

Header iconPMBJX vs PMBMX Comparison
Open Charts PMBJX vs PMBMXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.03B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.03B
PMBJX vs PMBMX Comparison Chart in %
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PMBJX vs. PMBMX commentary
Jul 26, 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 PMBJX is a StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX (33B) and PMBMX (33B) have equal amount of cash in the bank . PMBJX pays higher dividends than PMBMX: PMBJX (0.06) vs PMBMX (0.02). PMBJX was incepted earlier than PMBMX: PMBJX (24 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than PMBJX (0.78). PMBJX (10.50) and PMBMX (10.50) have comparable annual turnover. PMBMX has a lower initial minimum investment than PMBJX: PMBMX (0) vs PMBJX (1000). PMBJX (13.47) and PMBMX (13.04) have marching annual gain over last year. PMBJX (55.02) and PMBMX (52.44) have equivalent 5 years return.
PMBJXPMBMXPMBJX / PMBMX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.781.1468%
Fund Existence24 years25 years-
Gain YTD8.6508.421103%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33B33B100%
Annual Yield % from dividends0.060.02264%
Returns for 1 year13.4713.04103%
Returns for 3 years48.8847.27103%
Returns for 5 years55.0252.44105%
Returns for 10 years103.2697.42106%
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