JGRTX
Price
$137.98
Change
+$0.91 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.23B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$137.98
Change+$0.91 (+0.66%)
VolumeN/A
Net Assets22.23B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
JGRTX vs PMBJX Comparison Chart in %
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JGRTX vs. PMBJX 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 JGRTX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. JGRTX (22.2B). JGRTX pays higher dividends than PMBJX: JGRTX (0.70) vs PMBJX (0.06). JGRTX was incepted earlier than PMBJX: JGRTX (16 years) vs PMBJX (24 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 : 15.26 vs. JGRTX (7.07). PMBJX return over 5 years is better than : 58.39 vs. JGRTX (8.43).
JGRTXPMBJXJGRTX / PMBJX
Total Expense Ratio1.160.78149%
Annual Report Gross Expense Ratio1.160.78149%
Fund Existence16 years24 years-
Gain YTD4.4677.05763%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets22.2B32.3B69%
Annual Yield % from dividends0.700.061,241%
Returns for 1 year7.0715.2646%
Returns for 3 years15.0951.7929%
Returns for 5 years8.4358.3914%
Returns for 10 years54.54100.4654%
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