PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
VMGRX
Price
$29.17
Change
-$0.07 (-0.24%)
Updated
Oct 17 closing price
Net Assets
3.12B
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PMBJX vs VMGRX

Header iconPMBJX vs VMGRX Comparison
Open Charts PMBJX vs VMGRXBanner chart's image
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
Vanguard Mid Cap Growth I
Price$29.17
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets3.12B
PMBJX vs VMGRX Comparison Chart in %
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PMBJX vs. VMGRX commentary
Oct 19, 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 Buy and VMGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. VMGRX (3.12B). VMGRX pays higher dividends than PMBJX: VMGRX (1.66) vs PMBJX (0.06). PMBJX was incepted earlier than VMGRX: PMBJX (25 years) vs VMGRX (28 years). PMBJX (0.78) is less costly to investors than VMGRX (0.33). VMGRX is a more actively managed with annual turnover of: 69.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than VMGRX: PMBJX (1000) vs VMGRX (3000). VMGRX annual gain was more profitable for investors over the last year : 9.11 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. VMGRX (-7.88).
PMBJXVMGRXPMBJX / VMGRX
Total Expense Ratio0.780.33236%
Annual Report Gross Expense Ratio0.780.33236%
Fund Existence25 years28 years-
Gain YTD2.3038.35828%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B3.12B1,019%
Annual Yield % from dividends0.061.663%
Returns for 1 year-3.039.11-33%
Returns for 3 years48.6759.7181%
Returns for 5 years34.98-7.88-444%
Returns for 10 years98.6120.14490%
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