JMGFX
Price
$55.40
Change
+$0.73 (+1.34%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

JMGFX vs PMBMX

Header iconJMGFX vs PMBMX Comparison
Open Charts JMGFX vs PMBMXBanner chart's image
JPMorgan Mid Cap Growth R5
Price$55.40
Change+$0.73 (+1.34%)
VolumeN/A
Net Assets12.71B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
JMGFX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
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.

Interact to see
Advertisement
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).
JMGFXPMBMXJMGFX / PMBMX
Total Expense Ratio0.741.1465%
Annual Report Gross Expense Ratio0.791.1469%
Fund Existence14 years25 years-
Gain YTD8.3096.854121%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year8.9314.8060%
Returns for 3 years45.9850.1992%
Returns for 5 years25.2155.7145%
Returns for 10 years76.9594.7481%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
YMAG15.320.15
+0.99%
YieldMax Magnificent 7 Fd Of Opt IncETFs
NVBU26.830.19
+0.72%
AllianzIM U.S. Equity Buffer15 UncNovETF
XJR40.860.25
+0.63%
iShares ESG Select Scrn S&P Small-CapETF
RBLD72.380.41
+0.57%
First Trust Alerian US NextGen InfrasETF
SMTH25.80-0.09
-0.35%
ALPS Smith Core Plus Bond ETF