JGRTX
Price
$138.33
Change
+$0.12 (+0.09%)
Updated
Oct 17 closing price
Net Assets
23.61B
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.93B
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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$138.33
Change+$0.12 (+0.09%)
VolumeN/A
Net Assets23.61B
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.93B
JGRTX vs PMBPX Comparison Chart in %
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JGRTX vs. PMBPX commentary
Oct 20, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.9B vs. JGRTX (23.6B). JGRTX pays higher dividends than PMBPX: JGRTX (0.68) 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). JGRTX annual gain was more profitable for investors over the last year : -2.34 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. JGRTX (-3.65).
JGRTXPMBPXJGRTX / PMBPX
Total Expense Ratio1.160.83140%
Annual Report Gross Expense Ratio1.160.83140%
Fund Existence16 years25 years-
Gain YTD4.7322.301206%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.6B31.9B74%
Annual Yield % from dividends0.680.019,003%
Returns for 1 year-2.34-2.8881%
Returns for 3 years16.3149.2633%
Returns for 5 years-3.6536.06-10%
Returns for 10 years60.90102.5759%
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