JGRTX
Price
$130.58
Change
-$7.91 (-5.71%)
Updated
Feb 3 closing price
Net Assets
22.81B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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JGRTX vs PMBPX

Header iconJGRTX vs PMBPX Comparison
Open Charts JGRTX vs PMBPXBanner chart's image
Janus Henderson Enterprise S
Price$130.58
Change-$7.91 (-5.71%)
VolumeN/A
Net Assets22.81B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
JGRTX vs PMBPX Comparison Chart in %
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JGRTX vs. PMBPX commentary
Feb 05, 2026

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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. JGRTX (22.8B). JGRTX (0.00) and PMBPX (0.00) have matching dividends . JGRTX was incepted earlier than PMBPX: JGRTX (17 years) vs PMBPX (25 years). JGRTX (1.16) is less costly to investors than PMBPX (0.83). JGRTX is a more actively managed with annual turnover of: 17.00 vs. PMBPX (13.70). PMBPX has a lower initial minimum investment than JGRTX: PMBPX (0) vs JGRTX (2500). JGRTX annual gain was more profitable for investors over the last year : -4.86 vs. PMBPX (-11.17). PMBPX return over 5 years is better than : 12.76 vs. JGRTX (-14.85).
JGRTXPMBPXJGRTX / PMBPX
Total Expense Ratio1.160.83140%
Annual Report Gross Expense Ratio1.160.83140%
Fund Existence17 years25 years-
Gain YTD-0.548-2.93119%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.8B30.3B75%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.86-11.1744%
Returns for 3 years3.3121.0016%
Returns for 5 years-14.8512.76-116%
Returns for 10 years71.37119.3960%
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