PMBJX
Price
$39.60
Change
+$0.10 (+0.25%)
Updated
Dec 24 closing price
Net Assets
31.09B
PMEGX
Price
$52.59
Change
+$0.07 (+0.13%)
Updated
Dec 24 closing price
Net Assets
3.33B
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PMBJX vs PMEGX

Header iconPMBJX vs PMEGX Comparison
Open Charts PMBJX vs PMEGXBanner chart's image
Principal MidCap J
Price$39.60
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets31.09B
T. Rowe Price Instl Mid-Cap Equity Gr
Price$52.59
Change+$0.07 (+0.13%)
VolumeN/A
Net Assets3.33B
PMBJX vs PMEGX Comparison Chart in %
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PMBJX vs. PMEGX commentary
Dec 25, 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 PMEGX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.1B vs. PMEGX (3.34B). PMBJX pays higher dividends than PMEGX: PMBJX (0.06) vs PMEGX (0.04). PMBJX was incepted earlier than PMEGX: PMBJX (25 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 : -4.93 vs. PMEGX (-14.68). PMBJX return over 5 years is better than : 18.95 vs. PMEGX (-27.48).
PMBJXPMEGXPMBJX / PMEGX
Total Expense Ratio0.780.61128%
Annual Report Gross Expense Ratio0.780.61128%
Fund Existence25 years29 years-
Gain YTD-2.965-13.01723%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.1B3.34B933%
Annual Yield % from dividends0.060.04137%
Returns for 1 year-4.93-14.6834%
Returns for 3 years38.06-5.77-660%
Returns for 5 years18.95-27.48-69%
Returns for 10 years101.3121.90463%
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