PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
TRPWX
Price
$21.96
Change
-$0.28 (-1.26%)
Updated
Jun 13 closing price
Net Assets
843.36M
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PMBJX vs TRPWX

Header iconPMBJX vs TRPWX Comparison
Open Charts PMBJX vs TRPWXBanner chart's image
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
Nuveen Quant Mid Cap Growth R6
Price$21.96
Change-$0.28 (-1.26%)
VolumeN/A
Net Assets843.36M
PMBJX vs TRPWX Comparison Chart
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PMBJX vs. TRPWX 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 TRPWX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. TRPWX (843M). PMBJX pays higher dividends than TRPWX: PMBJX (0.06) vs TRPWX (0.00). PMBJX was incepted earlier than TRPWX: PMBJX (24 years) vs TRPWX (23 years). PMBJX (0.78) is less costly to investors than TRPWX (0.50). TRPWX is a more actively managed with annual turnover of: 47.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than TRPWX: PMBJX (1000) vs TRPWX (1000000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. TRPWX (8.66). PMBJX return over 5 years is better than : 53.13 vs. TRPWX (2.38).
PMBJXTRPWXPMBJX / TRPWX
Total Expense Ratio0.780.50156%
Annual Report Gross Expense Ratio0.780.50156%
Fund Existence24 years23 years-
Gain YTD1.9601.808108%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B843M3,630%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.128.66117%
Returns for 3 years48.9638.47127%
Returns for 5 years53.132.382,228%
Returns for 10 years88.94-2.71-3,279%
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