Ad is loading...
JDMAX vs PCBIX
JDMAX vs PCBIX Comparison
Open Charts JDMAX vs PCBIX
Janus Henderson Enterprise A
Price$136.76
Change+$0.15 (+0.11%)
VolumeN/A
Net Assets22.37B
Principal MidCap Institutional
Price$45.55
Change+$0.29 (+0.64%)
VolumeN/A
Net Assets29.12B
JDMAX vs PCBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDMAX vs. PCBIX commentary
Jan 19, 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 JDMAX is a StrongBuy and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.1B vs. JDMAX (22.4B). PCBIX pays higher dividends than JDMAX: PCBIX (0.03) vs JDMAX (0.00). JDMAX was incepted earlier than PCBIX: JDMAX (16 years) vs PCBIX (24 years). JDMAX is a more actively managed with annual turnover of: 14.00 vs. PCBIX (10.10). PCBIX has a lower initial minimum investment than JDMAX: PCBIX (0) vs JDMAX (2500). PCBIX annual gain was more profitable for investors over the last year : 19.86 vs. JDMAX (12.38). PCBIX return over 5 years is better than : 41.12 vs. JDMAX (-3.47).
| JDMAX | PCBIX | JDMAX / PCBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 2.365 | 2.199 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 29.1B | 77% |
| Annual Yield % from dividends | 0.00 | 0.03 | - |
| Returns for 1 year | 12.38 | 19.86 | 62% |
| Returns for 3 years | -4.69 | 20.26 | -23% |
| Returns for 5 years | -3.47 | 41.12 | -8% |
| Returns for 10 years | 63.46 | 115.20 | 55% |
View a ticker or compare two or three
VS
VS
Ad is loading...