PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
PMBMX
Price
$41.67
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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PMBJX vs PMBMX

Header iconPMBJX vs PMBMX Comparison
Open Charts PMBJX vs PMBMXBanner chart's image
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
Principal MidCap R3
Price$41.67
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
PMBJX vs PMBMX Comparison Chart in %
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PMBJX vs. PMBMX commentary
Oct 18, 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 Buy and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX (31.8B) and PMBMX (31.8B) 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 annual gain was more profitable for investors over the last year : -3.03 vs. PMBMX (-3.39). PMBJX return over 5 years is better than : 34.98 vs. PMBMX (32.70).
PMBJXPMBMXPMBJX / PMBMX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.781.1468%
Fund Existence25 years25 years-
Gain YTD2.3032.007115%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B31.8B100%
Annual Yield % from dividends0.060.02264%
Returns for 1 year-3.03-3.3989%
Returns for 3 years48.6747.07103%
Returns for 5 years34.9832.70107%
Returns for 10 years98.6192.87106%
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