PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
VMGRX
Price
$23.71
Change
-$5.91 (-19.95%)
Updated
Feb 3 closing price
Net Assets
3.08B
Interact to see
Advertisement

PMBPX vs VMGRX

Header iconPMBPX vs VMGRX Comparison
Open Charts PMBPX vs VMGRXBanner chart's image
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
Vanguard Mid Cap Growth I
Price$23.71
Change-$5.91 (-19.95%)
VolumeN/A
Net Assets3.08B
PMBPX vs VMGRX Comparison Chart in %
View a ticker or compare two or three
VS
PMBPX vs. VMGRX 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 VMGRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. VMGRX (3.08B). VMGRX pays higher dividends than PMBPX: VMGRX (0.21) vs PMBPX (0.00). PMBPX was incepted earlier than VMGRX: PMBPX (25 years) vs VMGRX (28 years). PMBPX (0.83) is less costly to investors than VMGRX (0.39). VMGRX is a more actively managed with annual turnover of: 69.00 vs. PMBPX (13.70). PMBPX has a lower initial minimum investment than VMGRX: PMBPX (0) vs VMGRX (3000). PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. VMGRX (-16.54). PMBPX return over 5 years is better than : 12.76 vs. VMGRX (-31.25).
PMBPXVMGRXPMBPX / VMGRX
Total Expense Ratio0.830.34244%
Annual Report Gross Expense Ratio0.830.39213%
Fund Existence25 years28 years-
Gain YTD-2.931-4.58864%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.3B3.08B985%
Annual Yield % from dividends0.000.21-
Returns for 1 year-11.17-16.5468%
Returns for 3 years21.0013.94151%
Returns for 5 years12.76-31.25-41%
Returns for 10 years119.3923.74503%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CTSOX48.190.23
+0.48%
Calamos Timpani Small Cap Growth R6
OCLVX20.420.05
+0.25%
Optimum Large Cap Value C
NEQAX13.28N/A
N/A
Neuberger U.S. Equity Impact A
TVRIX18.11-0.15
-0.82%
NAA Allocation Institutional
MRERX48.59-0.51
-1.04%
MFS Core Equity R2