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JMGMX vs PCBIX
JMGMX vs PCBIX Comparison
Open Charts JMGMX vs PCBIX
JPMorgan Mid Cap Growth R6
Price$55.97
Change-$1.64 (-2.85%)
VolumeN/A
Net Assets12.74B
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
JMGMX vs PCBIX Comparison Chart in %
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JMGMX vs. PCBIX commentary
Nov 14, 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 JMGMX is a Hold and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. JMGMX (12.7B). PCBIX pays higher dividends than JMGMX: PCBIX (0.12) vs JMGMX (0.00). JMGMX was incepted earlier than PCBIX: JMGMX (14 years) vs PCBIX (25 years). JMGMX (0.69) and PCBIX (0.67) have similar cost to investors . JMGMX is a more actively managed with annual turnover of: 67.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than JMGMX: PCBIX (0) vs JMGMX (15000000). JMGMX annual gain was more profitable for investors over the last year : 0.26 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. JMGMX (8.99).
| JMGMX | PCBIX | JMGMX / PCBIX | |
| Total Expense Ratio | 0.65 | 0.67 | 97% |
| Annual Report Gross Expense Ratio | 0.69 | 0.67 | 103% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 11.388 | 3.029 | 376% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 32B | 40% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 0.26 | -4.65 | -6% |
| Returns for 3 years | 41.27 | 35.68 | 116% |
| Returns for 5 years | 8.99 | 33.05 | 27% |
| Returns for 10 years | 101.99 | 111.81 | 91% |
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