JMGFX
Price
$56.22
Change
+$0.68 (+1.22%)
Updated
Jul 25 closing price
Net Assets
12.87B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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JMGFX vs PMBPX

Header iconJMGFX vs PMBPX Comparison
Open Charts JMGFX vs PMBPXBanner chart's image
JPMorgan Mid Cap Growth R5
Price$56.22
Change+$0.68 (+1.22%)
VolumeN/A
Net Assets12.87B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
JMGFX vs PMBPX Comparison Chart in %
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JMGFX vs. PMBPX commentary
Jul 29, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. JMGFX (12.9B). 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 (13.61) and JMGFX (13.51) have marching annual gain over last year. PMBPX return over 5 years is better than : 56.25 vs. JMGFX (23.20).
JMGFXPMBPXJMGFX / PMBPX
Total Expense Ratio0.740.8389%
Annual Report Gross Expense Ratio0.790.8395%
Fund Existence14 years25 years-
Gain YTD9.9128.606115%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.9B33.2B39%
Annual Yield % from dividends0.000.01-
Returns for 1 year13.5113.6199%
Returns for 3 years43.6749.3888%
Returns for 5 years23.2056.2541%
Returns for 10 years77.98107.2773%
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