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JMGFX vs PCBIX
JMGFX vs PCBIX Comparison
Open Charts JMGFX vs PCBIX
JPMorgan Mid Cap Growth R5
Price$56.39
Change+$0.57 (+1.02%)
VolumeN/A
Net Assets12.95B
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
JMGFX vs PCBIX Comparison Chart in %
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JMGFX vs. PCBIX commentary
Sep 08, 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 StrongBuy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. JMGFX (13B). 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: 55.00 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 : 14.03 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. JMGFX (19.33).
| 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 | 10.283 | 7.135 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 33B | 39% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 14.03 | 9.41 | 149% |
| Returns for 3 years | 43.03 | 47.03 | 91% |
| Returns for 5 years | 19.33 | 49.14 | 39% |
| Returns for 10 years | 87.60 | 116.70 | 75% |
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