PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
TRPWX
Price
$23.32
Change
+$0.29 (+1.26%)
Updated
Jul 25 closing price
Net Assets
866.66M
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PMBJX vs TRPWX

Header iconPMBJX vs TRPWX Comparison
Open Charts PMBJX vs TRPWXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
Nuveen Quant Mid Cap Growth R6
Price$23.32
Change+$0.29 (+1.26%)
VolumeN/A
Net Assets866.66M
PMBJX vs TRPWX Comparison Chart in %
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PMBJX vs. TRPWX commentary
Jul 27, 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: 33.2B vs. TRPWX (867M). 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). TRPWX annual gain was more profitable for investors over the last year : 17.24 vs. PMBJX (13.47). PMBJX return over 5 years is better than : 55.02 vs. TRPWX (0.84).
PMBJXTRPWXPMBJX / TRPWX
Total Expense Ratio0.780.50156%
Annual Report Gross Expense Ratio0.780.50156%
Fund Existence24 years23 years-
Gain YTD8.6508.113107%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B867M3,829%
Annual Yield % from dividends0.060.00-
Returns for 1 year13.4717.2478%
Returns for 3 years48.8840.42121%
Returns for 5 years55.020.846,533%
Returns for 10 years103.264.422,337%
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