PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
TRPWX
Price
$21.96
Change
-$0.28 (-1.26%)
Updated
Jun 13 closing price
Net Assets
843.36M
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PMBPX vs TRPWX

Header iconPMBPX vs TRPWX Comparison
Open Charts PMBPX vs TRPWXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
Nuveen Quant Mid Cap Growth R6
Price$21.96
Change-$0.28 (-1.26%)
VolumeN/A
Net Assets843.36M
PMBPX vs TRPWX Comparison Chart
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PMBPX vs. TRPWX 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 TRPWX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. TRPWX (843M). PMBPX pays higher dividends than TRPWX: PMBPX (0.01) vs TRPWX (0.00). PMBPX was incepted earlier than TRPWX: PMBPX (25 years) vs TRPWX (23 years). PMBPX (0.83) is less costly to investors than TRPWX (0.50). TRPWX is a more actively managed with annual turnover of: 47.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than TRPWX: PMBPX (0) vs TRPWX (1000000). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. TRPWX (8.66). PMBPX return over 5 years is better than : 54.31 vs. TRPWX (2.38).
PMBPXTRPWXPMBPX / TRPWX
Total Expense Ratio0.830.50166%
Annual Report Gross Expense Ratio0.830.50166%
Fund Existence25 years23 years-
Gain YTD1.9331.808107%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B843M3,630%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.268.66119%
Returns for 3 years49.5238.47129%
Returns for 5 years54.312.382,277%
Returns for 10 years92.68-2.71-3,417%
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