PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
TRGMX
Price
$18.56
Change
-$3.64 (-16.40%)
Updated
Feb 3 closing price
Net Assets
688.7M
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PMBPX vs TRGMX

Header iconPMBPX vs TRGMX Comparison
Open Charts PMBPX vs TRGMXBanner chart's image
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
Nuveen Quant Mid Cap Growth Retire
Price$18.56
Change-$3.64 (-16.40%)
VolumeN/A
Net Assets688.7M
PMBPX vs TRGMX Comparison Chart in %
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PMBPX vs. TRGMX commentary
Feb 05, 2026

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 Hold and TRGMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. TRGMX (689M). PMBPX (0.00) and TRGMX (0.00) have matching dividends . 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 (13.70). PMBPX (0) and TRGMX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. TRGMX (-13.23). PMBPX return over 5 years is better than : 12.76 vs. TRGMX (-33.19).
PMBPXTRGMXPMBPX / TRGMX
Total Expense Ratio0.830.75111%
Annual Report Gross Expense Ratio0.830.75111%
Fund Existence25 years23 years-
Gain YTD-2.931-2.572114%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.3B689M4,398%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.17-13.2384%
Returns for 3 years21.005.94354%
Returns for 5 years12.76-33.19-38%
Returns for 10 years119.3915.49771%
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