PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
SUFCX
Price
$39.02
Change
+$0.32 (+0.83%)
Updated
Jul 3 closing price
Net Assets
74.69M
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PMBJX vs SUFCX

Header iconPMBJX vs SUFCX Comparison
Open Charts PMBJX vs SUFCXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
NAA Mid Growth C
Price$39.02
Change+$0.32 (+0.83%)
VolumeN/A
Net Assets74.69M
PMBJX vs SUFCX Comparison Chart in %
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PMBJX vs. SUFCX commentary
Jul 06, 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 SUFCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. SUFCX (74.7M). SUFCX pays higher dividends than PMBJX: SUFCX (6.76) vs PMBJX (0.06). PMBJX was incepted earlier than SUFCX: PMBJX (24 years) vs SUFCX (26 years). SUFCX (2.20) is less costly to investors than PMBJX (0.78). SUFCX is a more actively managed with annual turnover of: 80.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than SUFCX: PMBJX (1000) vs SUFCX (2500). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. SUFCX (5.96). PMBJX return over 5 years is better than : 58.39 vs. SUFCX (-50.24).
PMBJXSUFCXPMBJX / SUFCX
Total Expense Ratio0.782.2035%
Annual Report Gross Expense Ratio0.782.2035%
Fund Existence24 years26 years-
Gain YTD7.0572.254313%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B74.7M43,240%
Annual Yield % from dividends0.066.761%
Returns for 1 year15.265.96256%
Returns for 3 years51.79-31.23-166%
Returns for 5 years58.39-50.24-116%
Returns for 10 years100.46-62.05-162%
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