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JMGFX vs PCBIX
JMGFX vs PCBIX Comparison
Open Charts JMGFX vs PCBIX
JPMorgan Mid Cap Growth R5
Price$56.93
Change-$0.10 (-0.18%)
VolumeN/A
Net Assets12.76B
Principal MidCap Institutional
Price$45.92
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets31.95B
JMGFX vs PCBIX Comparison Chart in %
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JMGFX vs. PCBIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. JMGFX (12.8B). 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 (0.79) 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 : 0.11 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. JMGFX (8.32).
| JMGFX | PCBIX | JMGFX / PCBIX | |
| Total Expense Ratio | 0.74 | 0.67 | 110% |
| Annual Report Gross Expense Ratio | 0.79 | 0.67 | 118% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 11.300 | 3.029 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 32B | 40% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 0.11 | -4.65 | -2% |
| Returns for 3 years | 40.78 | 35.68 | 114% |
| Returns for 5 years | 8.32 | 33.05 | 25% |
| Returns for 10 years | 100.03 | 111.81 | 89% |
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