PMBJX
Price
$41.77
Change
+$0.07 (+0.17%)
Updated
Dec 4 closing price
Net Assets
31.57B
PMBPX
Price
$44.47
Change
+$0.07 (+0.16%)
Updated
Dec 4 closing price
Net Assets
31.57B
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PMBJX vs PMBPX

Header iconPMBJX vs PMBPX Comparison
Open Charts PMBJX vs PMBPXBanner chart's image
Principal MidCap J
Price$41.77
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets31.57B
Principal MidCap R5
Price$44.47
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.57B
PMBJX vs PMBPX Comparison Chart in %
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VS
PMBJX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX (31.6B) and PMBPX (31.6B) 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 (-7.54) and PMBJX (-7.70) have marching annual gain over last year. PMBPX (26.24) and PMBJX (25.21) have equivalent 5 years return.
PMBJXPMBPXPMBJX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.780.8394%
Fund Existence25 years25 years-
Gain YTD2.3522.324101%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.6B31.6B100%
Annual Yield % from dividends0.060.01741%
Returns for 1 year-7.70-7.54102%
Returns for 3 years34.9535.4799%
Returns for 5 years25.2126.2496%
Returns for 10 years95.8499.6396%
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