PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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PMBJX vs PMBPX

Header iconPMBJX vs PMBPX Comparison
Open Charts PMBJX vs PMBPXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
PMBJX vs PMBPX Comparison Chart in %
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PMBJX vs. PMBPX commentary
Jul 27, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX (33.2B) and PMBPX (33.2B) have equal amount of cash in the bank . PMBJX pays higher dividends than PMBPX: PMBJX (0.06) vs PMBPX (0.01). PMBJX was incepted earlier than PMBPX: PMBJX (24 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than PMBJX (0.78). PMBJX (10.50) and PMBPX (10.50) have comparable annual turnover. PMBPX has a lower initial minimum investment than PMBJX: PMBPX (0) vs PMBJX (1000). PMBPX (13.61) and PMBJX (13.47) have marching annual gain over last year. PMBPX (56.25) and PMBJX (55.02) have equivalent 5 years return.
PMBJXPMBPXPMBJX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.780.8394%
Fund Existence24 years25 years-
Gain YTD8.6508.606101%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B33.2B100%
Annual Yield % from dividends0.060.01741%
Returns for 1 year13.4713.6199%
Returns for 3 years48.8849.3899%
Returns for 5 years55.0256.2598%
Returns for 10 years103.26107.2796%
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