PMBJX
Price
$39.62
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
RPTTX
Price
$48.09
Change
-$0.07 (-0.15%)
Updated
Dec 26 closing price
Net Assets
4.38B
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PMBJX vs RPTTX

Header iconPMBJX vs RPTTX Comparison
Open Charts PMBJX vs RPTTXBanner chart's image
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
T. Rowe Price Diversified Mid Cap Gr I
Price$48.09
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets4.38B
PMBJX vs RPTTX Comparison Chart in %
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PMBJX vs. RPTTX commentary
Dec 27, 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 RPTTX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. RPTTX (4.38B). PMBJX pays higher dividends than RPTTX: PMBJX (0.06) vs RPTTX (0.00). PMBJX was incepted earlier than RPTTX: PMBJX (25 years) vs RPTTX (9 years). PMBJX (0.78) is less costly to investors than RPTTX (0.67). RPTTX is a more actively managed with annual turnover of: 46.80 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than RPTTX: PMBJX (1000) vs RPTTX (500000). RPTTX annual gain was more profitable for investors over the last year : 1.58 vs. PMBJX (-4.84). PMBJX return over 5 years is better than : 19.01 vs. RPTTX (2.92).
PMBJXRPTTXPMBJX / RPTTX
Total Expense Ratio0.780.67116%
Annual Report Gross Expense Ratio0.780.67116%
Fund Existence25 years9 years-
Gain YTD-2.9164.726-62%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B4.38B712%
Annual Yield % from dividends0.060.001,696%
Returns for 1 year-4.841.58-305%
Returns for 3 years38.4236.53105%
Returns for 5 years19.012.92652%
Returns for 10 years99.70N/A-
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