PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
SPYGX
Price
$20.74
Change
+$0.26 (+1.27%)
Updated
Jul 3 closing price
Net Assets
896.08M
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PMBPX vs SPYGX

Header iconPMBPX vs SPYGX Comparison
Open Charts PMBPX vs SPYGXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
Spyglass Growth Institutional
Price$20.74
Change+$0.26 (+1.27%)
VolumeN/A
Net Assets896.08M
PMBPX vs SPYGX Comparison Chart in %
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PMBPX vs. SPYGX 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 SPYGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. SPYGX (896M). PMBPX pays higher dividends than SPYGX: PMBPX (0.01) vs SPYGX (0.00). PMBPX was incepted earlier than SPYGX: PMBPX (25 years) vs SPYGX (8 years). SPYGX (1.10) is less costly to investors than PMBPX (0.83). SPYGX is a more actively managed with annual turnover of: 66.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SPYGX: PMBPX (0) vs SPYGX (100000). SPYGX annual gain was more profitable for investors over the last year : 38.36 vs. PMBPX (15.41). PMBPX return over 5 years is better than : 59.60 vs. SPYGX (26.16).
PMBPXSPYGXPMBPX / SPYGX
Total Expense Ratio0.831.0083%
Annual Report Gross Expense Ratio0.831.1075%
Fund Existence25 years8 years-
Gain YTD7.0413.287214%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B896M3,605%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.4138.3640%
Returns for 3 years52.3997.1554%
Returns for 5 years59.6026.16228%
Returns for 10 years104.46N/A-
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