PMBJX
Price
$43.69
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
PMBMX
Price
$43.62
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
Interact to see
Advertisement

PMBJX vs PMBMX

Header iconPMBJX vs PMBMX Comparison
Open Charts PMBJX vs PMBMXBanner chart's image
Principal MidCap J
Price$43.69
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.13B
Principal MidCap R3
Price$43.62
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.13B
PMBJX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBJX vs. PMBMX commentary
Sep 08, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX (33.1B) and PMBMX (33.1B) 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 (9.02) and PMBMX (8.59) have marching annual gain over last year. PMBJX return over 5 years is better than : 46.26 vs. PMBMX (43.76).
PMBJXPMBMXPMBJX / PMBMX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.781.1468%
Fund Existence25 years25 years-
Gain YTD7.0576.781104%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B33.1B100%
Annual Yield % from dividends0.060.02264%
Returns for 1 year9.028.59105%
Returns for 3 years45.5343.95104%
Returns for 5 years46.2643.76106%
Returns for 10 years107.65101.62106%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PGJ30.940.34
+1.11%
Invesco Golden Dragon China ETF
IYM148.690.61
+0.41%
iShares US Basic Materials ETF
PPA147.450.20
+0.14%
Invesco Aerospace & Defense ETF
TCAL24.44-0.03
-0.14%
T. Rowe Price Capital Appreciation Premium Income ETF
PXJ27.20-0.12
-0.42%
Invesco Oil & Gas Services ETF