PMBJX
Price
$42.12
Change
+$0.37 (+0.89%)
Updated
Oct 20 closing price
Net Assets
31.93B
SUFCX
Price
$39.17
Change
+$0.41 (+1.06%)
Updated
Oct 20 closing price
Net Assets
70.82M
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PMBJX vs SUFCX

Header iconPMBJX vs SUFCX Comparison
Open Charts PMBJX vs SUFCXBanner chart's image
Principal MidCap J
Price$42.12
Change+$0.37 (+0.89%)
VolumeN/A
Net Assets31.93B
NAA Mid Growth C
Price$39.17
Change+$0.41 (+1.06%)
VolumeN/A
Net Assets70.82M
PMBJX vs SUFCX Comparison Chart in %
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PMBJX vs. SUFCX commentary
Oct 21, 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 Buy and SUFCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. SUFCX (70.8M). SUFCX pays higher dividends than PMBJX: SUFCX (6.59) vs PMBJX (0.06). PMBJX was incepted earlier than SUFCX: PMBJX (25 years) vs SUFCX (27 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 : -2.46 vs. SUFCX (-3.62). PMBJX return over 5 years is better than : 38.36 vs. SUFCX (-55.79).
PMBJXSUFCXPMBJX / SUFCX
Total Expense Ratio0.782.2035%
Annual Report Gross Expense Ratio0.782.2035%
Fund Existence25 years27 years-
Gain YTD3.2102.647121%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B70.8M45,056%
Annual Yield % from dividends0.066.591%
Returns for 1 year-2.46-3.6268%
Returns for 3 years52.15-30.29-172%
Returns for 5 years38.36-55.79-69%
Returns for 10 years98.87-60.58-163%
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