PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
SPYGX
Price
$19.45
Change
-$0.45 (-2.26%)
Updated
Jun 13 closing price
Net Assets
847.83M
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PMBMX vs SPYGX

Header iconPMBMX vs SPYGX Comparison
Open Charts PMBMX vs SPYGXBanner chart's image
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
Spyglass Growth Institutional
Price$19.45
Change-$0.45 (-2.26%)
VolumeN/A
Net Assets847.83M
PMBMX vs SPYGX Comparison Chart
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PMBMX vs. SPYGX commentary
Jun 15, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. SPYGX (848M). PMBMX pays higher dividends than SPYGX: PMBMX (0.02) vs SPYGX (0.00). PMBMX was incepted earlier than SPYGX: PMBMX (25 years) vs SPYGX (7 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 : 29.15 vs. PMBMX (9.71). PMBMX return over 5 years is better than : 50.58 vs. SPYGX (24.36).
PMBMXSPYGXPMBMX / SPYGX
Total Expense Ratio1.141.00114%
Annual Report Gross Expense Ratio1.141.10104%
Fund Existence25 years7 years-
Gain YTD1.787-3.137-57%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B848M3,608%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.7129.1533%
Returns for 3 years47.3892.5751%
Returns for 5 years50.5824.36208%
Returns for 10 years83.54N/A-
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