PMBJX
Price
$38.19
Change
+$0.39 (+1.03%)
Updated
Feb 4 closing price
Net Assets
29.77B
TRPWX
Price
$19.47
Change
-$0.34 (-1.72%)
Updated
Feb 4 closing price
Net Assets
688.7M
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PMBJX vs TRPWX

Header iconPMBJX vs TRPWX Comparison
Open Charts PMBJX vs TRPWXBanner chart's image
Principal MidCap J
Price$38.19
Change+$0.39 (+1.03%)
VolumeN/A
Net Assets29.77B
Nuveen Quant Mid Cap Growth R6
Price$19.47
Change-$0.34 (-1.72%)
VolumeN/A
Net Assets688.7M
PMBJX vs TRPWX Comparison Chart in %
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PMBJX vs. TRPWX commentary
Feb 05, 2026

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 TRPWX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. TRPWX (689M). TRPWX pays higher dividends than PMBJX: TRPWX (0.02) vs PMBJX (0.00). PMBJX was incepted earlier than TRPWX: PMBJX (25 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 (13.70). 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 : -10.27 vs. TRPWX (-14.81). PMBJX return over 5 years is better than : 12.03 vs. TRPWX (-33.32).
PMBJXTRPWXPMBJX / TRPWX
Total Expense Ratio0.780.50156%
Annual Report Gross Expense Ratio0.780.50156%
Fund Existence25 years23 years-
Gain YTD-1.951-4.23046%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B689M4,325%
Annual Yield % from dividends0.000.02-
Returns for 1 year-10.27-14.8169%
Returns for 3 years21.505.58385%
Returns for 5 years12.03-33.32-36%
Returns for 10 years117.0318.62628%
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