JGRTX
Price
$133.61
Change
-$0.06 (-0.04%)
Updated
Dec 26 closing price
Net Assets
23.09B
PMBMX
Price
$39.51
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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JGRTX vs PMBMX

Header iconJGRTX vs PMBMX Comparison
Open Charts JGRTX vs PMBMXBanner chart's image
Janus Henderson Enterprise S
Price$133.61
Change-$0.06 (-0.04%)
VolumeN/A
Net Assets23.09B
Principal MidCap R3
Price$39.51
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
JGRTX vs PMBMX Comparison Chart in %
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JGRTX vs. PMBMX commentary
Dec 28, 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. JGRTX (23.1B). JGRTX pays higher dividends than PMBMX: JGRTX (0.68) vs PMBMX (0.02). JGRTX was incepted earlier than PMBMX: JGRTX (16 years) vs PMBMX (25 years). JGRTX (1.16) and PMBMX (1.14) have similar cost to investors . JGRTX is a more actively managed with annual turnover of: 17.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than JGRTX: PMBMX (0) vs JGRTX (2500). JGRTX annual gain was more profitable for investors over the last year : -0.79 vs. PMBMX (-5.21). PMBMX return over 5 years is better than : 16.99 vs. JGRTX (-10.53).
JGRTXPMBMXJGRTX / PMBMX
Total Expense Ratio1.161.14102%
Annual Report Gross Expense Ratio1.161.14102%
Fund Existence16 years25 years-
Gain YTD1.158-3.280-35%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B31.2B74%
Annual Yield % from dividends0.680.023,088%
Returns for 1 year-0.79-5.2115%
Returns for 3 years19.4036.8953%
Returns for 5 years-10.5316.99-62%
Returns for 10 years57.3093.6361%
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