PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
TRGMX
Price
$20.74
Change
-$0.26 (-1.24%)
Updated
Jun 13 closing price
Net Assets
843.36M
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PMBJX vs TRGMX

Header iconPMBJX vs TRGMX Comparison
Open Charts PMBJX vs TRGMXBanner chart's image
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
Nuveen Quant Mid Cap Growth Retire
Price$20.74
Change-$0.26 (-1.24%)
VolumeN/A
Net Assets843.36M
PMBJX vs TRGMX Comparison Chart
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PMBJX vs. TRGMX commentary
Jun 16, 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 TRGMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. TRGMX (843M). PMBJX pays higher dividends than TRGMX: PMBJX (0.06) vs TRGMX (0.00). PMBJX was incepted earlier than TRGMX: PMBJX (24 years) vs TRGMX (23 years). PMBJX (0.78) and TRGMX (0.75) have similar cost to investors . TRGMX is a more actively managed with annual turnover of: 47.00 vs. PMBJX (10.50). TRGMX has a lower initial minimum investment than PMBJX: TRGMX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. TRGMX (8.42). PMBJX return over 5 years is better than : 53.13 vs. TRGMX (0.19).
PMBJXTRGMXPMBJX / TRGMX
Total Expense Ratio0.780.75104%
Annual Report Gross Expense Ratio0.780.75104%
Fund Existence24 years23 years-
Gain YTD1.9601.717114%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B843M3,630%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.128.42120%
Returns for 3 years48.9637.81130%
Returns for 5 years53.130.1927,494%
Returns for 10 years88.94-6.28-1,416%
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