PMBJX
Price
$41.77
Change
+$0.07 (+0.17%)
Updated
Dec 4 closing price
Net Assets
31.57B
PMBMX
Price
$41.66
Change
+$0.06 (+0.14%)
Updated
Dec 4 closing price
Net Assets
31.57B
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PMBJX vs PMBMX

Header iconPMBJX vs PMBMX Comparison
Open Charts PMBJX vs PMBMXBanner chart's image
Principal MidCap J
Price$41.77
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets31.57B
Principal MidCap R3
Price$41.66
Change+$0.06 (+0.14%)
VolumeN/A
Net Assets31.57B
PMBJX vs PMBMX Comparison Chart in %
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PMBJX vs. PMBMX commentary
Dec 05, 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 Hold and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX (31.6B) and PMBMX (31.6B) 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 (25 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 (-7.70) and PMBMX (-8.05) have marching annual gain over last year. PMBJX return over 5 years is better than : 25.21 vs. PMBMX (23.10).
PMBJXPMBMXPMBJX / PMBMX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.781.1468%
Fund Existence25 years25 years-
Gain YTD2.3521.983119%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.6B31.6B100%
Annual Yield % from dividends0.060.02264%
Returns for 1 year-7.70-8.0596%
Returns for 3 years34.9533.47104%
Returns for 5 years25.2123.10109%
Returns for 10 years95.8490.10106%
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