JAAGX
Price
$81.37
Change
+$0.55 (+0.68%)
Updated
Jul 3 closing price
Net Assets
1.74B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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JAAGX vs PMBPX

Header iconJAAGX vs PMBPX Comparison
Open Charts JAAGX vs PMBPXBanner chart's image
Janus Henderson VIT Enterprise Instl
Price$81.37
Change+$0.55 (+0.68%)
VolumeN/A
Net Assets1.74B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
JAAGX vs PMBPX Comparison Chart in %
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JAAGX vs. PMBPX commentary
Jul 07, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. JAAGX (1.74B). JAAGX pays higher dividends than PMBPX: JAAGX (0.27) vs PMBPX (0.01). JAAGX was incepted earlier than PMBPX: JAAGX (32 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than JAAGX (0.72). JAAGX is a more actively managed with annual turnover of: 14.00 vs. PMBPX (10.50). JAAGX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. JAAGX (5.56). PMBPX return over 5 years is better than : 59.60 vs. JAAGX (12.48).
JAAGXPMBPXJAAGX / PMBPX
Total Expense Ratio0.720.8387%
Annual Report Gross Expense Ratio0.720.8387%
Fund Existence32 years25 years-
Gain YTD-3.1987.041-45%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.74B32.3B5%
Annual Yield % from dividends0.270.013,525%
Returns for 1 year5.5615.4136%
Returns for 3 years23.6752.3945%
Returns for 5 years12.4859.6021%
Returns for 10 years42.59104.4641%
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