PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
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PMBJX vs PMBPX

Header iconPMBJX vs PMBPX Comparison
Open Charts PMBJX vs PMBPXBanner chart's image
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
PMBJX vs PMBPX Comparison Chart in %
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PMBJX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX (31.8B) and PMBPX (31.8B) 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 (25 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 annual gain was more profitable for investors over the last year : -2.88 vs. PMBJX (-3.03). PMBPX (36.06) and PMBJX (34.98) have equivalent 5 years return.
PMBJXPMBPXPMBJX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.780.8394%
Fund Existence25 years25 years-
Gain YTD2.3032.301100%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B31.8B100%
Annual Yield % from dividends0.060.01741%
Returns for 1 year-3.03-2.88105%
Returns for 3 years48.6749.2699%
Returns for 5 years34.9836.0697%
Returns for 10 years98.61102.5796%
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