JAAGX
Price
$81.26
Change
+$0.17 (+0.21%)
Updated
Aug 19 closing price
Net Assets
1.82B
PMBPX
Price
$46.16
Change
+$0.25 (+0.54%)
Updated
Aug 19 closing price
Net Assets
32.44B
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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$81.26
Change+$0.17 (+0.21%)
VolumeN/A
Net Assets1.82B
Principal MidCap R5
Price$46.16
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets32.44B
JAAGX vs PMBPX Comparison Chart in %
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JAAGX vs. PMBPX commentary
Aug 20, 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: 32.4B vs. JAAGX (1.82B). JAAGX pays higher dividends than PMBPX: JAAGX (0.26) 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 : 8.77 vs. JAAGX (-0.65). PMBPX return over 5 years is better than : 46.00 vs. JAAGX (4.23).
JAAGXPMBPXJAAGX / PMBPX
Total Expense Ratio0.720.8387%
Annual Report Gross Expense Ratio0.720.8387%
Fund Existence32 years25 years-
Gain YTD-3.3296.213-54%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.82B32.4B6%
Annual Yield % from dividends0.260.013,513%
Returns for 1 year-0.658.77-7%
Returns for 3 years10.8934.6731%
Returns for 5 years4.2346.009%
Returns for 10 years48.74109.9444%
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