PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
TRMSX
Price
$22.39
Change
+$0.20 (+0.90%)
Updated
Jul 3 closing price
Net Assets
301.71M
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PMBJX vs TRMSX

Header iconPMBJX vs TRMSX Comparison
Open Charts PMBJX vs TRMSXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
T. Rowe Price Mid-Cap Index I
Price$22.39
Change+$0.20 (+0.90%)
VolumeN/A
Net Assets301.71M
PMBJX vs TRMSX Comparison Chart in %
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PMBJX vs. TRMSX commentary
Jul 08, 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 TRMSX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. TRMSX (302M). TRMSX pays higher dividends than PMBJX: TRMSX (0.81) vs PMBJX (0.06). PMBJX was incepted earlier than TRMSX: PMBJX (24 years) vs TRMSX (10 years). PMBJX (0.78) is less costly to investors than TRMSX (0.30). TRMSX is a more actively managed with annual turnover of: 31.70 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than TRMSX: PMBJX (1000) vs TRMSX (500000). TRMSX annual gain was more profitable for investors over the last year : 21.60 vs. PMBJX (15.26). TRMSX return over 5 years is better than : 70.93 vs. PMBJX (58.39).
PMBJXTRMSXPMBJX / TRMSX
Total Expense Ratio0.780.14557%
Annual Report Gross Expense Ratio0.780.30260%
Fund Existence24 years10 years-
Gain YTD7.0577.38696%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B302M10,695%
Annual Yield % from dividends0.060.817%
Returns for 1 year15.2621.6071%
Returns for 3 years51.7963.7381%
Returns for 5 years58.3970.9382%
Returns for 10 years100.46N/A-
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