JAAGX
Price
$83.35
Change
+$0.72 (+0.87%)
Updated
Dec 3 closing price
Net Assets
1.83B
PMBMX
Price
$41.60
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
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JAAGX vs PMBMX

Header iconJAAGX vs PMBMX Comparison
Open Charts JAAGX vs PMBMXBanner chart's image
Janus Henderson VIT Enterprise Instl
Price$83.35
Change+$0.72 (+0.87%)
VolumeN/A
Net Assets1.83B
Principal MidCap R3
Price$41.60
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
JAAGX vs PMBMX Comparison Chart in %
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JAAGX vs. PMBMX commentary
Dec 04, 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 JAAGX is a Buy and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.6B vs. JAAGX (1.83B). JAAGX pays higher dividends than PMBMX: JAAGX (0.26) vs PMBMX (0.02). JAAGX was incepted earlier than PMBMX: JAAGX (32 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than JAAGX (0.72). JAAGX is a more actively managed with annual turnover of: 14.00 vs. PMBMX (10.50). JAAGX (0) and PMBMX (0) have matching initial minimum investment requirements. JAAGX annual gain was more profitable for investors over the last year : -7.52 vs. PMBMX (-8.38). PMBMX return over 5 years is better than : 23.98 vs. JAAGX (-7.70).
JAAGXPMBMXJAAGX / PMBMX
Total Expense Ratio0.721.1463%
Annual Report Gross Expense Ratio0.721.1463%
Fund Existence32 years25 years-
Gain YTD-1.9971.469-136%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.83B31.6B6%
Annual Yield % from dividends0.260.021,183%
Returns for 1 year-7.52-8.3890%
Returns for 3 years13.9930.2546%
Returns for 5 years-7.7023.98-32%
Returns for 10 years44.2487.4351%
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