JGRTX
Price
$138.33
Change
+$0.12 (+0.09%)
Updated
Oct 17 closing price
Net Assets
23.61B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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JGRTX vs PMBJX

Header iconJGRTX vs PMBJX Comparison
Open Charts JGRTX vs PMBJXBanner chart's image
Janus Henderson Enterprise S
Price$138.33
Change+$0.12 (+0.09%)
VolumeN/A
Net Assets23.61B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
JGRTX vs PMBJX Comparison Chart in %
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JGRTX vs. PMBJX commentary
Oct 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 JGRTX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. JGRTX (23.6B). JGRTX pays higher dividends than PMBJX: JGRTX (0.68) vs PMBJX (0.06). JGRTX was incepted earlier than PMBJX: JGRTX (16 years) vs PMBJX (25 years). JGRTX (1.16) is less costly to investors than PMBJX (0.78). JGRTX is a more actively managed with annual turnover of: 15.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than JGRTX: PMBJX (1000) vs JGRTX (2500). JGRTX annual gain was more profitable for investors over the last year : -2.34 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. JGRTX (-3.65).
JGRTXPMBJXJGRTX / PMBJX
Total Expense Ratio1.160.78149%
Annual Report Gross Expense Ratio1.160.78149%
Fund Existence16 years25 years-
Gain YTD4.7322.303205%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets23.6B31.9B74%
Annual Yield % from dividends0.680.061,216%
Returns for 1 year-2.34-3.0377%
Returns for 3 years16.3148.6734%
Returns for 5 years-3.6534.98-10%
Returns for 10 years60.9098.6162%
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