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PMBMX vs TRGMX
PMBMX vs TRGMX Comparison
Open Charts PMBMX vs TRGMX
Nuveen Quant Mid Cap Growth Retire
Price$20.74
Change-$0.26 (-1.24%)
VolumeN/A
Net Assets843.36M
PMBMX vs TRGMX Comparison Chart
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PMBMX vs. TRGMX commentary
Jun 16, 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 TRGMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. TRGMX (843M). PMBMX pays higher dividends than TRGMX: PMBMX (0.02) vs TRGMX (0.00). PMBMX was incepted earlier than TRGMX: PMBMX (25 years) vs TRGMX (23 years). PMBMX (1.14) is less costly to investors than TRGMX (0.75). TRGMX is a more actively managed with annual turnover of: 47.00 vs. PMBMX (10.50). PMBMX (0) and TRGMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. TRGMX (8.42). PMBMX return over 5 years is better than : 50.58 vs. TRGMX (0.19).
| PMBMX | TRGMX | PMBMX / TRGMX | |
| Total Expense Ratio | 1.14 | 0.75 | 152% |
| Annual Report Gross Expense Ratio | 1.14 | 0.75 | 152% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 1.787 | 1.717 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 843M | 3,630% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 9.71 | 8.42 | 115% |
| Returns for 3 years | 47.38 | 37.81 | 125% |
| Returns for 5 years | 50.58 | 0.19 | 26,174% |
| Returns for 10 years | 83.54 | -6.28 | -1,330% |
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