Interact to see
Advertisement
Advertisement
JMGFX vs PMBMX
JMGFX vs PMBMX Comparison
Open Charts JMGFX vs PMBMX
JPMorgan Mid Cap Growth R5
Price$55.40
Change+$0.73 (+1.34%)
VolumeN/A
Net Assets12.71B
JMGFX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMGFX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. JMGFX (12.7B). 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 : 14.80 vs. JMGFX (8.93). PMBMX return over 5 years is better than : 55.71 vs. JMGFX (25.21).
| 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 | 8.309 | 6.854 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 32.3B | 39% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 8.93 | 14.80 | 60% |
| Returns for 3 years | 45.98 | 50.19 | 92% |
| Returns for 5 years | 25.21 | 55.71 | 45% |
| Returns for 10 years | 76.95 | 94.74 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| YMAG | 15.32 | 0.15 | +0.99% |
| YieldMax Magnificent 7 Fd Of Opt IncETFs | |||
| NVBU | 26.83 | 0.19 | +0.72% |
| AllianzIM U.S. Equity Buffer15 UncNovETF | |||
| XJR | 40.86 | 0.25 | +0.63% |
| iShares ESG Select Scrn S&P Small-CapETF | |||
| RBLD | 72.38 | 0.41 | +0.57% |
| First Trust Alerian US NextGen InfrasETF | |||
| SMTH | 25.80 | -0.09 | -0.35% |
| ALPS Smith Core Plus Bond ETF | |||