PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
TRGMX
Price
$20.74
Change
-$0.26 (-1.24%)
Updated
Jun 13 closing price
Net Assets
843.36M
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PMBPX vs TRGMX

Header iconPMBPX vs TRGMX Comparison
Open Charts PMBPX vs TRGMXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
Nuveen Quant Mid Cap Growth Retire
Price$20.74
Change-$0.26 (-1.24%)
VolumeN/A
Net Assets843.36M
PMBPX vs TRGMX Comparison Chart
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PMBPX vs. TRGMX commentary
Jun 16, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. TRGMX (843M). 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. PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. TRGMX (8.42). PMBPX return over 5 years is better than : 54.31 vs. TRGMX (0.19).
PMBPXTRGMXPMBPX / TRGMX
Total Expense Ratio0.830.75111%
Annual Report Gross Expense Ratio0.830.75111%
Fund Existence25 years23 years-
Gain YTD1.9331.717113%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B843M3,630%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.268.42122%
Returns for 3 years49.5237.81131%
Returns for 5 years54.310.1928,108%
Returns for 10 years92.68-6.28-1,476%
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