PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
SPYGX
Price
$20.74
Change
+$0.26 (+1.27%)
Updated
Jul 3 closing price
Net Assets
896.08M
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PMBMX vs SPYGX

Header iconPMBMX vs SPYGX Comparison
Open Charts PMBMX vs SPYGXBanner chart's image
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Spyglass Growth Institutional
Price$20.74
Change+$0.26 (+1.27%)
VolumeN/A
Net Assets896.08M
PMBMX vs SPYGX Comparison Chart in %
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PMBMX vs. SPYGX 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 PMBMX is a StrongBuy and SPYGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. SPYGX (896M). PMBMX pays higher dividends than SPYGX: PMBMX (0.02) vs SPYGX (0.00). PMBMX was incepted earlier than SPYGX: PMBMX (25 years) vs SPYGX (8 years). PMBMX (1.14) and SPYGX (1.10) have similar cost to investors . SPYGX is a more actively managed with annual turnover of: 66.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than SPYGX: PMBMX (0) vs SPYGX (100000). SPYGX annual gain was more profitable for investors over the last year : 38.36 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. SPYGX (26.16).
PMBMXSPYGXPMBMX / SPYGX
Total Expense Ratio1.141.00114%
Annual Report Gross Expense Ratio1.141.10104%
Fund Existence25 years8 years-
Gain YTD6.8543.287209%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B896M3,605%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.8038.3639%
Returns for 3 years50.1997.1552%
Returns for 5 years55.7126.16213%
Returns for 10 years94.74N/A-
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