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PMBMX vs TRGMX
PMBMX vs TRGMX Comparison
Open Charts PMBMX vs TRGMX
Nuveen Quant Mid Cap Growth Retire
Price$22.01
Change+$0.27 (+1.24%)
VolumeN/A
Net Assets866.66M
PMBMX vs TRGMX Comparison Chart in %
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PMBMX vs. TRGMX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. TRGMX (867M). 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. TRGMX annual gain was more profitable for investors over the last year : 16.95 vs. PMBMX (13.04). PMBMX return over 5 years is better than : 52.44 vs. TRGMX (-1.34).
| 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 | 8.421 | 7.945 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 867M | 3,829% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 13.04 | 16.95 | 77% |
| Returns for 3 years | 47.27 | 39.75 | 119% |
| Returns for 5 years | 52.44 | -1.34 | -3,900% |
| Returns for 10 years | 97.42 | 0.55 | 17,770% |
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