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JMGFX vs PMBPX
JMGFX vs PMBPX Comparison
Open Charts JMGFX vs PMBPX
JPMorgan Mid Cap Growth R5
Price$52.26
Change-$0.67 (-1.27%)
VolumeN/A
Net Assets11.99B
JMGFX vs PMBPX Comparison Chart
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JMGFX vs. PMBPX 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. JMGFX (12B). PMBPX pays higher dividends than JMGFX: PMBPX (0.01) vs JMGFX (0.00). JMGFX was incepted earlier than PMBPX: JMGFX (14 years) vs PMBPX (25 years). PMBPX (0.83) and JMGFX (0.79) have similar cost to investors . JMGFX is a more actively managed with annual turnover of: 55.00 vs. PMBPX (10.50). JMGFX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. JMGFX (4.37). PMBPX return over 5 years is better than : 54.31 vs. JMGFX (25.33).
| JMGFX | PMBPX | JMGFX / PMBPX | |
| Total Expense Ratio | 0.74 | 0.83 | 89% |
| Annual Report Gross Expense Ratio | 0.79 | 0.83 | 95% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 2.170 | 1.933 | 112% |
| 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 | 0.01 | - |
| Returns for 1 year | 4.37 | 10.26 | 43% |
| Returns for 3 years | 41.74 | 49.52 | 84% |
| Returns for 5 years | 25.33 | 54.31 | 47% |
| Returns for 10 years | 66.18 | 92.68 | 71% |
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