JGRTX
Price
$132.10
Change
-$1.96 (-1.46%)
Updated
Jun 13 closing price
Net Assets
22.23B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$132.10
Change-$1.96 (-1.46%)
VolumeN/A
Net Assets22.23B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
JGRTX vs PMBPX Comparison Chart
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JGRTX vs. PMBPX commentary
Jun 16, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. JGRTX (22.2B). JGRTX pays higher dividends than PMBPX: JGRTX (0.72) vs PMBPX (0.01). JGRTX was incepted earlier than PMBPX: JGRTX (16 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: 15.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than JGRTX: PMBPX (0) vs JGRTX (2500). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. JGRTX (3.06). PMBPX return over 5 years is better than : 54.31 vs. JGRTX (5.37).
JGRTXPMBPXJGRTX / PMBPX
Total Expense Ratio1.160.83140%
Annual Report Gross Expense Ratio1.160.83140%
Fund Existence16 years25 years-
Gain YTD0.0151.9331%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.2B30.6B73%
Annual Yield % from dividends0.720.019,238%
Returns for 1 year3.0610.2630%
Returns for 3 years11.3049.5223%
Returns for 5 years5.3754.3110%
Returns for 10 years45.0892.6849%
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