PMBMX
Price
$39.79
Change
-$0.07 (-0.18%)
Updated
Jan 14 closing price
Net Assets
31.28B
PMEGX
Price
$53.71
Change
-$0.05 (-0.09%)
Updated
Jan 14 closing price
Net Assets
3.02B
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PMBMX vs PMEGX

Header iconPMBMX vs PMEGX Comparison
Open Charts PMBMX vs PMEGXBanner chart's image
Principal MidCap R3
Price$39.79
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets31.28B
T. Rowe Price Instl Mid-Cap Equity Gr
Price$53.71
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets3.02B
PMBMX vs PMEGX Comparison Chart in %
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PMBMX vs. PMEGX commentary
Jan 15, 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 PMBMX is a Hold and PMEGX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.3B vs. PMEGX (3.02B). PMEGX pays higher dividends than PMBMX: PMEGX (0.11) vs PMBMX (0.00). 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 : -1.87 vs. PMEGX (-11.51). PMBMX return over 5 years is better than : 18.10 vs. PMEGX (-27.32).
PMBMXPMEGXPMBMX / PMEGX
Total Expense Ratio1.140.61187%
Annual Report Gross Expense Ratio1.140.61187%
Fund Existence25 years29 years-
Gain YTD2.4463.64767%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.3B3.02B1,036%
Annual Yield % from dividends0.000.11-
Returns for 1 year-1.87-11.5116%
Returns for 3 years29.34-8.61-341%
Returns for 5 years18.10-27.32-66%
Returns for 10 years119.0438.57309%
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