PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
RYBHX
Price
$48.24
Change
-$0.72 (-1.47%)
Updated
Jun 13 closing price
Net Assets
26.83M
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PMBJX vs RYBHX

Header iconPMBJX vs RYBHX Comparison
Open Charts PMBJX vs RYBHXBanner chart's image
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
Rydex S&P MidCap 400 Pure Growth H
Price$48.24
Change-$0.72 (-1.47%)
VolumeN/A
Net Assets26.83M
PMBJX vs RYBHX Comparison Chart
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PMBJX vs. RYBHX commentary
Jun 15, 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 RYBHX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. RYBHX (26.8M). PMBJX pays higher dividends than RYBHX: PMBJX (0.06) vs RYBHX (0.00). PMBJX was incepted earlier than RYBHX: PMBJX (24 years) vs RYBHX (21 years). RYBHX (1.57) is less costly to investors than PMBJX (0.78). RYBHX is a more actively managed with annual turnover of: 570.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than RYBHX: PMBJX (1000) vs RYBHX (2500). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. RYBHX (-15.00). PMBJX return over 5 years is better than : 53.13 vs. RYBHX (10.77).
PMBJXRYBHXPMBJX / RYBHX
Total Expense Ratio0.781.5351%
Annual Report Gross Expense Ratio0.781.5750%
Fund Existence24 years21 years-
Gain YTD1.960-2.269-86%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B26.8M114,179%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.12-15.00-67%
Returns for 3 years48.969.49516%
Returns for 5 years53.1310.77493%
Returns for 10 years88.94-11.14-798%
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