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JMGFX vs PCBIX
JMGFX vs PCBIX Comparison
Open Charts JMGFX vs PCBIX
JPMorgan Mid Cap Growth R5
Price$52.13
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets12.49B
Principal MidCap Institutional
Price$43.55
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets31.17B
JMGFX vs PCBIX Comparison Chart in %
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JMGFX vs. PCBIX 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 JMGFX is a Buy and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. JMGFX (12.5B). PCBIX pays higher dividends than JMGFX: PCBIX (0.12) vs JMGFX (0.00). JMGFX was incepted earlier than PCBIX: JMGFX (14 years) vs PCBIX (25 years). JMGFX (0.80) is less costly to investors than PCBIX (0.67). JMGFX is a more actively managed with annual turnover of: 67.00 vs. PCBIX (10.50). JMGFX (0) and PCBIX (0) have matching initial minimum investment requirements. JMGFX annual gain was more profitable for investors over the last year : -1.04 vs. PCBIX (-4.25). PCBIX return over 5 years is better than : 21.92 vs. JMGFX (-2.12).
| JMGFX | PCBIX | JMGFX / PCBIX | |
| Total Expense Ratio | 0.74 | 0.67 | 110% |
| Annual Report Gross Expense Ratio | 0.80 | 0.67 | 119% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 1.916 | -2.289 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 31.2B | 40% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -1.04 | -4.25 | 25% |
| Returns for 3 years | 35.58 | 40.26 | 88% |
| Returns for 5 years | -2.12 | 21.92 | -10% |
| Returns for 10 years | 86.04 | 108.80 | 79% |
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