JGRTX
Price
$119.52
Change
+$0.72 (+0.61%)
Updated
Apr 17 closing price
Net Assets
21.28B
PMBPX
Price
$41.52
Change
+$0.15 (+0.36%)
Updated
Apr 17 closing price
Net Assets
28.35B
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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$119.52
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets21.28B
Principal MidCap R5
Price$41.52
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets28.35B
JGRTX vs PMBPX Comparison Chart
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JGRTX vs. PMBPX commentary
Apr 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.4B vs. JGRTX (21.3B). JGRTX pays higher dividends than PMBPX: JGRTX (0.75) vs PMBPX (0.01). JGRTX was incepted earlier than PMBPX: JGRTX (16 years) vs PMBPX (24 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 : 7.10 vs. JGRTX (-4.47). PMBPX return over 5 years is better than : 61.51 vs. JGRTX (4.52).
JGRTXPMBPXJGRTX / PMBPX
Total Expense Ratio1.160.83140%
Annual Report Gross Expense Ratio1.160.83140%
Fund Existence16 years24 years-
Gain YTD-9.509-4.464213%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.3B28.4B75%
Annual Yield % from dividends0.750.019,285%
Returns for 1 year-4.477.10-63%
Returns for 3 years-11.6218.81-62%
Returns for 5 years4.5261.517%
Returns for 10 years32.0679.3540%
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