PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
PMEGX
Price
$62.68
Change
+$0.21 (+0.34%)
Updated
Sep 5 closing price
Net Assets
3.78B
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PMBPX vs PMEGX

Header iconPMBPX vs PMEGX Comparison
Open Charts PMBPX vs PMEGXBanner chart's image
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
T. Rowe Price Instl Mid-Cap Equity Gr
Price$62.68
Change+$0.21 (+0.34%)
VolumeN/A
Net Assets3.78B
PMBPX vs PMEGX Comparison Chart in %
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PMBPX vs. PMEGX commentary
Sep 08, 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 PMBPX is a StrongBuy and PMEGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. PMEGX (3.78B). PMEGX pays higher dividends than PMBPX: PMEGX (0.04) vs PMBPX (0.01). PMBPX was incepted earlier than PMEGX: PMBPX (25 years) vs PMEGX (29 years). PMBPX (0.83) is less costly to investors than PMEGX (0.61). PMEGX is a more actively managed with annual turnover of: 26.10 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than PMEGX: PMBPX (0) vs PMEGX (1000000). PMBPX annual gain was more profitable for investors over the last year : 9.16 vs. PMEGX (-5.89). PMBPX return over 5 years is better than : 47.38 vs. PMEGX (-1.84).
PMBPXPMEGXPMBPX / PMEGX
Total Expense Ratio0.830.61136%
Annual Report Gross Expense Ratio0.830.61136%
Fund Existence25 years29 years-
Gain YTD7.0183.672191%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets33B3.78B874%
Annual Yield % from dividends0.010.0418%
Returns for 1 year9.16-5.89-156%
Returns for 3 years46.0411.39404%
Returns for 5 years47.38-1.84-2,579%
Returns for 10 years111.6338.51290%
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