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JMGFX vs PMBMX
JMGFX vs PMBMX Comparison
Open Charts JMGFX vs PMBMX
JPMorgan Mid Cap Growth R5
Price$52.26
Change-$0.67 (-1.27%)
VolumeN/A
Net Assets11.99B
JMGFX vs PMBMX Comparison Chart
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JMGFX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. JMGFX (12B). PMBMX pays higher dividends than JMGFX: PMBMX (0.02) vs JMGFX (0.00). JMGFX was incepted earlier than PMBMX: JMGFX (14 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than JMGFX (0.79). JMGFX is a more actively managed with annual turnover of: 55.00 vs. PMBMX (10.50). JMGFX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. JMGFX (4.37). PMBMX return over 5 years is better than : 50.58 vs. JMGFX (25.33).
| JMGFX | PMBMX | JMGFX / PMBMX | |
| Total Expense Ratio | 0.74 | 1.14 | 65% |
| Annual Report Gross Expense Ratio | 0.79 | 1.14 | 69% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 2.170 | 1.787 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 30.6B | 39% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 4.37 | 9.71 | 45% |
| Returns for 3 years | 41.74 | 47.38 | 88% |
| Returns for 5 years | 25.33 | 50.58 | 50% |
| Returns for 10 years | 66.18 | 83.54 | 79% |
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