PMBJX
Price
$44.08
Change
+$0.39 (+0.89%)
Updated
Sep 8 closing price
Net Assets
33.36B
POAGX
Price
$50.40
Change
+$0.19 (+0.38%)
Updated
Sep 8 closing price
Net Assets
6.23B
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PMBJX vs POAGX

Header iconPMBJX vs POAGX Comparison
Open Charts PMBJX vs POAGXBanner chart's image
Principal MidCap J
Price$44.08
Change+$0.39 (+0.89%)
VolumeN/A
Net Assets33.36B
PRIMECAP Odyssey Aggressive Growth
Price$50.40
Change+$0.19 (+0.38%)
VolumeN/A
Net Assets6.23B
PMBJX vs POAGX Comparison Chart in %
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PMBJX vs. POAGX commentary
Sep 09, 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 POAGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.4B vs. POAGX (6.23B). PMBJX pays higher dividends than POAGX: PMBJX (0.06) vs POAGX (0.02). PMBJX was incepted earlier than POAGX: PMBJX (25 years) vs POAGX (21 years). PMBJX (0.78) is less costly to investors than POAGX (0.66). PMBJX is a more actively managed with annual turnover of: 10.50 vs. POAGX (9.00). PMBJX has a lower initial minimum investment than POAGX: PMBJX (1000) vs POAGX (2000). POAGX annual gain was more profitable for investors over the last year : 14.32 vs. PMBJX (9.02). PMBJX return over 5 years is better than : 46.26 vs. POAGX (6.86).
PMBJXPOAGXPMBJX / POAGX
Total Expense Ratio0.780.66118%
Annual Report Gross Expense Ratio0.780.66118%
Fund Existence25 years21 years-
Gain YTD7.05713.93251%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets33.4B6.23B536%
Annual Yield % from dividends0.060.02243%
Returns for 1 year9.0214.3263%
Returns for 3 years45.5326.72170%
Returns for 5 years46.266.86675%
Returns for 10 years107.6549.91216%
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