JMGFX
Price
$55.40
Change
+$0.73 (+1.34%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$55.40
Change+$0.73 (+1.34%)
VolumeN/A
Net Assets12.71B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
JMGFX vs PMBJX Comparison Chart in %
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JMGFX vs. PMBJX commentary
Jul 07, 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: 32.3B vs. JMGFX (12.7B). 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 : 15.26 vs. JMGFX (8.93). PMBJX return over 5 years is better than : 58.39 vs. JMGFX (25.21).
JMGFXPMBJXJMGFX / PMBJX
Total Expense Ratio0.740.7895%
Annual Report Gross Expense Ratio0.790.78101%
Fund Existence14 years24 years-
Gain YTD8.3097.057118%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.06-
Returns for 1 year8.9315.2659%
Returns for 3 years45.9851.7989%
Returns for 5 years25.2158.3943%
Returns for 10 years76.95100.4677%
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