PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
PMEGX
Price
$61.94
Change
+$0.27 (+0.44%)
Updated
Jul 3 closing price
Net Assets
4.04B
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PMBPX vs PMEGX

Header iconPMBPX vs PMEGX Comparison
Open Charts PMBPX vs PMEGXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
T. Rowe Price Instl Mid-Cap Equity Gr
Price$61.94
Change+$0.27 (+0.44%)
VolumeN/A
Net Assets4.04B
PMBPX vs PMEGX Comparison Chart in %
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PMBPX vs. PMEGX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. PMEGX (4.04B). 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 : 15.41 vs. PMEGX (-4.71). PMBPX return over 5 years is better than : 59.60 vs. PMEGX (3.23).
PMBPXPMEGXPMBPX / PMEGX
Total Expense Ratio0.830.61136%
Annual Report Gross Expense Ratio0.830.61136%
Fund Existence25 years29 years-
Gain YTD7.0412.448288%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B4.04B799%
Annual Yield % from dividends0.010.0418%
Returns for 1 year15.41-4.71-327%
Returns for 3 years52.3912.51419%
Returns for 5 years59.603.231,844%
Returns for 10 years104.4633.74310%
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