PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
PMEGX
Price
$62.47
Change
+$0.32 (+0.51%)
Updated
Jul 25 closing price
Net Assets
3.95B
Interact to see
Advertisement

PMBPX vs PMEGX

Header iconPMBPX vs PMEGX Comparison
Open Charts PMBPX vs PMEGXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
T. Rowe Price Instl Mid-Cap Equity Gr
Price$62.47
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets3.95B
PMBPX vs PMEGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. PMEGX 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 PMBPX is a StrongBuy and PMEGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. PMEGX (3.95B). 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 : 13.61 vs. PMEGX (-4.45). PMBPX return over 5 years is better than : 56.25 vs. PMEGX (1.09).
PMBPXPMEGXPMBPX / PMEGX
Total Expense Ratio0.830.61136%
Annual Report Gross Expense Ratio0.830.61136%
Fund Existence25 years29 years-
Gain YTD8.6063.325259%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B3.95B841%
Annual Yield % from dividends0.010.0418%
Returns for 1 year13.61-4.45-305%
Returns for 3 years49.389.83502%
Returns for 5 years56.251.095,167%
Returns for 10 years107.2735.32304%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LMOIX41.780.43
+1.04%
ClearBridge Small Cap Growth IS
MGQAX18.250.13
+0.72%
Morgan Stanley Inst Global Stars A
JMVQX37.090.15
+0.41%
JPMorgan Mid Cap Value R4
POVEX32.07-0.03
-0.09%
Putnam International Equity R6
FTUCX60.61-0.68
-1.11%
Fidelity Advisor Telecommunications C