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JMGFX vs PMBJX
JMGFX vs PMBJX Comparison
Open Charts JMGFX vs PMBJX
JPMorgan Mid Cap Growth R5
Price$52.26
Change-$0.67 (-1.27%)
VolumeN/A
Net Assets11.99B
JMGFX vs PMBJX Comparison Chart
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JMGFX vs. PMBJX commentary
Jun 16, 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 Hold and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. JMGFX (12B). 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). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. JMGFX (4.37). PMBJX return over 5 years is better than : 53.13 vs. JMGFX (25.33).
| JMGFX | PMBJX | JMGFX / PMBJX | |
| Total Expense Ratio | 0.74 | 0.78 | 95% |
| Annual Report Gross Expense Ratio | 0.79 | 0.78 | 101% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 2.170 | 1.960 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 30.6B | 39% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 4.37 | 10.12 | 43% |
| Returns for 3 years | 41.74 | 48.96 | 85% |
| Returns for 5 years | 25.33 | 53.13 | 48% |
| Returns for 10 years | 66.18 | 88.94 | 74% |
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