PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
TRGMX
Price
$22.01
Change
+$0.27 (+1.24%)
Updated
Jul 25 closing price
Net Assets
866.66M
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PMBPX vs TRGMX

Header iconPMBPX vs TRGMX Comparison
Open Charts PMBPX vs TRGMXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
Nuveen Quant Mid Cap Growth Retire
Price$22.01
Change+$0.27 (+1.24%)
VolumeN/A
Net Assets866.66M
PMBPX vs TRGMX Comparison Chart in %
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PMBPX vs. TRGMX 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 TRGMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. TRGMX (867M). PMBPX pays higher dividends than TRGMX: PMBPX (0.01) vs TRGMX (0.00). PMBPX was incepted earlier than TRGMX: PMBPX (25 years) vs TRGMX (23 years). PMBPX (0.83) is less costly to investors than TRGMX (0.75). TRGMX is a more actively managed with annual turnover of: 47.00 vs. PMBPX (10.50). PMBPX (0) and TRGMX (0) have matching initial minimum investment requirements. TRGMX annual gain was more profitable for investors over the last year : 16.95 vs. PMBPX (13.61). PMBPX return over 5 years is better than : 56.25 vs. TRGMX (-1.34).
PMBPXTRGMXPMBPX / TRGMX
Total Expense Ratio0.830.75111%
Annual Report Gross Expense Ratio0.830.75111%
Fund Existence25 years23 years-
Gain YTD8.6067.945108%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B867M3,829%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.6116.9580%
Returns for 3 years49.3839.75124%
Returns for 5 years56.25-1.34-4,183%
Returns for 10 years107.270.5519,567%
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