JMGFX
Price
$56.22
Change
+$0.68 (+1.22%)
Updated
Jul 25 closing price
Net Assets
12.87B
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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JMGFX vs PMBJX

Header iconJMGFX vs PMBJX Comparison
Open Charts JMGFX vs PMBJXBanner chart's image
JPMorgan Mid Cap Growth R5
Price$56.22
Change+$0.68 (+1.22%)
VolumeN/A
Net Assets12.87B
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
JMGFX vs PMBJX Comparison Chart in %
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JMGFX vs. PMBJX commentary
Jul 29, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. JMGFX (12.9B). PMBJX pays higher dividends than JMGFX: PMBJX (0.06) vs JMGFX (0.00). JMGFX was incepted earlier than PMBJX: JMGFX (14 years) vs PMBJX (24 years). JMGFX (0.79) and PMBJX (0.78) have similar cost to investors . JMGFX is a more actively managed with annual turnover of: 55.00 vs. PMBJX (10.50). JMGFX has a lower initial minimum investment than PMBJX: JMGFX (0) vs PMBJX (1000). JMGFX (13.51) and PMBJX (13.47) have marching annual gain over last year. PMBJX return over 5 years is better than : 55.02 vs. JMGFX (23.20).
JMGFXPMBJXJMGFX / PMBJX
Total Expense Ratio0.740.7895%
Annual Report Gross Expense Ratio0.790.78101%
Fund Existence14 years24 years-
Gain YTD9.9128.650115%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.9B33.2B39%
Annual Yield % from dividends0.000.06-
Returns for 1 year13.5113.47100%
Returns for 3 years43.6748.8889%
Returns for 5 years23.2055.0242%
Returns for 10 years77.98103.2676%
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