PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
PMEGX
Price
$59.27
Change
-$0.87 (-1.45%)
Updated
Jun 13 closing price
Net Assets
4.04B
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PMBJX vs PMEGX

Header iconPMBJX vs PMEGX Comparison
Open Charts PMBJX vs PMEGXBanner chart's image
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
T. Rowe Price Instl Mid-Cap Equity Gr
Price$59.27
Change-$0.87 (-1.45%)
VolumeN/A
Net Assets4.04B
PMBJX vs PMEGX Comparison Chart
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PMBJX vs. PMEGX commentary
Jun 16, 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 PMEGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. PMEGX (4.05B). PMBJX pays higher dividends than PMEGX: PMBJX (0.06) vs PMEGX (0.04). PMBJX was incepted earlier than PMEGX: PMBJX (24 years) vs PMEGX (29 years). PMBJX (0.78) is less costly to investors than PMEGX (0.61). PMEGX is a more actively managed with annual turnover of: 26.10 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than PMEGX: PMBJX (1000) vs PMEGX (1000000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. PMEGX (-8.92). PMBJX return over 5 years is better than : 53.13 vs. PMEGX (2.75).
PMBJXPMEGXPMBJX / PMEGX
Total Expense Ratio0.780.61128%
Annual Report Gross Expense Ratio0.780.61128%
Fund Existence24 years29 years-
Gain YTD1.960-1.968-100%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B4.05B756%
Annual Yield % from dividends0.060.04129%
Returns for 1 year10.12-8.92-113%
Returns for 3 years48.9610.24478%
Returns for 5 years53.132.751,934%
Returns for 10 years88.9426.89331%
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