PMBMX
Price
$39.49
Change
+$0.11 (+0.28%)
Updated
Dec 24 closing price
Net Assets
31.09B
PMEGX
Price
$52.59
Change
+$0.07 (+0.13%)
Updated
Dec 24 closing price
Net Assets
3.33B
Interact to see
Advertisement

PMBMX vs PMEGX

Header iconPMBMX vs PMEGX Comparison
Open Charts PMBMX vs PMEGXBanner chart's image
Principal MidCap R3
Price$39.49
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets31.09B
T. Rowe Price Instl Mid-Cap Equity Gr
Price$52.59
Change+$0.07 (+0.13%)
VolumeN/A
Net Assets3.33B
PMBMX vs PMEGX Comparison Chart in %
View a ticker or compare two or three
VS
PMBMX vs. PMEGX commentary
Dec 25, 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 PMBMX is a Hold and PMEGX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.1B vs. PMEGX (3.34B). PMEGX pays higher dividends than PMBMX: PMEGX (0.04) vs PMBMX (0.02). PMBMX was incepted earlier than PMEGX: PMBMX (25 years) vs PMEGX (29 years). PMBMX (1.14) is less costly to investors than PMEGX (0.61). PMEGX is a more actively managed with annual turnover of: 26.10 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than PMEGX: PMBMX (0) vs PMEGX (1000000). PMBMX annual gain was more profitable for investors over the last year : -5.30 vs. PMEGX (-14.68). PMBMX return over 5 years is better than : 16.93 vs. PMEGX (-27.48).
PMBMXPMEGXPMBMX / PMEGX
Total Expense Ratio1.140.61187%
Annual Report Gross Expense Ratio1.140.61187%
Fund Existence25 years29 years-
Gain YTD-3.329-13.01726%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.1B3.34B933%
Annual Yield % from dividends0.020.0452%
Returns for 1 year-5.30-14.6836%
Returns for 3 years36.53-5.77-633%
Returns for 5 years16.93-27.48-62%
Returns for 10 years95.1521.90435%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CRVRX7.920.05
+0.64%
NYLI CBRE Real Estate Fund Investor Cl
MTRCX19.620.07
+0.36%
MFS Total Return C
JDPAX15.670.02
+0.13%
Janus Henderson Mid Cap Value A
TIGCX21.38N/A
N/A
Thornburg International Growth C
BGRWX27.96N/A
N/A
Barrett Growth Retail