PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
TRPWX
Price
$21.96
Change
-$0.28 (-1.26%)
Updated
Jun 13 closing price
Net Assets
843.36M
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PMBMX vs TRPWX

Header iconPMBMX vs TRPWX Comparison
Open Charts PMBMX vs TRPWXBanner chart's image
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
Nuveen Quant Mid Cap Growth R6
Price$21.96
Change-$0.28 (-1.26%)
VolumeN/A
Net Assets843.36M
PMBMX vs TRPWX Comparison Chart
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PMBMX vs. TRPWX 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 TRPWX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. TRPWX (843M). PMBMX pays higher dividends than TRPWX: PMBMX (0.02) vs TRPWX (0.00). PMBMX was incepted earlier than TRPWX: PMBMX (25 years) vs TRPWX (23 years). PMBMX (1.14) is less costly to investors than TRPWX (0.50). TRPWX is a more actively managed with annual turnover of: 47.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than TRPWX: PMBMX (0) vs TRPWX (1000000). PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. TRPWX (8.66). PMBMX return over 5 years is better than : 50.58 vs. TRPWX (2.38).
PMBMXTRPWXPMBMX / TRPWX
Total Expense Ratio1.140.50228%
Annual Report Gross Expense Ratio1.140.50228%
Fund Existence25 years23 years-
Gain YTD1.7871.80899%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B843M3,630%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.718.66112%
Returns for 3 years47.3838.47123%
Returns for 5 years50.582.382,121%
Returns for 10 years83.54-2.71-3,080%
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