JGRTX
Price
$137.76
Change
+$1.13 (+0.83%)
Updated
Sep 26 closing price
Net Assets
23.75B
PMBJX
Price
$43.04
Change
+$0.32 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
Interact to see
Advertisement

JGRTX vs PMBJX

Header iconJGRTX vs PMBJX Comparison
Open Charts JGRTX vs PMBJXBanner chart's image
Janus Henderson Enterprise S
Price$137.76
Change+$1.13 (+0.83%)
VolumeN/A
Net Assets23.75B
Principal MidCap J
Price$43.04
Change+$0.32 (+0.75%)
VolumeN/A
Net Assets33.04B
JGRTX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JGRTX vs. PMBJX commentary
Sep 30, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. JGRTX (23.7B). 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). PMBJX annual gain was more profitable for investors over the last year : 2.42 vs. JGRTX (-1.67). PMBJX return over 5 years is better than : 47.54 vs. JGRTX (2.79).
JGRTXPMBJXJGRTX / PMBJX
Total Expense Ratio1.160.78149%
Annual Report Gross Expense Ratio1.160.78149%
Fund Existence16 years25 years-
Gain YTD4.3005.46479%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets23.7B33B72%
Annual Yield % from dividends0.680.061,233%
Returns for 1 year-1.672.42-69%
Returns for 3 years19.4655.7035%
Returns for 5 years2.7947.546%
Returns for 10 years69.35118.8058%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
JHSC41.750.35
+0.85%
JHancock Multifactor Small Cap ETF
FARX26.580.11
+0.41%
Frontier Asset Absolute Return ETF
ROMO33.310.09
+0.26%
Strategy Shares Nwfnd/RSlv Rbt Mmt ETF
SPSB30.250.03
+0.10%
SPDR® Portfolio Short Term Corp Bd ETF
FPXI58.85-0.03
-0.06%
First Trust International Eq Opps ETF