PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
TRPWX
Price
$22.91
Change
+$0.30 (+1.33%)
Updated
Jul 3 closing price
Net Assets
857.94M
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PMBJX vs TRPWX

Header iconPMBJX vs TRPWX Comparison
Open Charts PMBJX vs TRPWXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Nuveen Quant Mid Cap Growth R6
Price$22.91
Change+$0.30 (+1.33%)
VolumeN/A
Net Assets857.94M
PMBJX vs TRPWX Comparison Chart in %
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PMBJX vs. TRPWX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. TRPWX (858M). 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 : 15.26 vs. TRPWX (12.36). PMBJX return over 5 years is better than : 58.39 vs. TRPWX (1.75).
PMBJXTRPWXPMBJX / TRPWX
Total Expense Ratio0.780.50156%
Annual Report Gross Expense Ratio0.780.50156%
Fund Existence24 years23 years-
Gain YTD7.0576.212114%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B858M3,765%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.2612.36123%
Returns for 3 years51.7942.13123%
Returns for 5 years58.391.753,341%
Returns for 10 years100.463.003,353%
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