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JMGMX vs PCBIX
JMGMX vs PCBIX Comparison
Open Charts JMGMX vs PCBIX
JPMorgan Mid Cap Growth R6
Price$52.82
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets12.49B
Principal MidCap Institutional
Price$43.55
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets31.17B
JMGMX vs PCBIX Comparison Chart in %
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JMGMX vs. PCBIX commentary
Dec 28, 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 Buy and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. JMGMX (12.5B). 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 (0.71) is less costly to investors than PCBIX (0.67). 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 : -0.84 vs. PCBIX (-4.25). PCBIX return over 5 years is better than : 21.92 vs. JMGMX (-1.47).
| JMGMX | PCBIX | JMGMX / PCBIX | |
| Total Expense Ratio | 0.65 | 0.67 | 97% |
| Annual Report Gross Expense Ratio | 0.71 | 0.67 | 106% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 2.127 | -2.289 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 31.2B | 40% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -0.84 | -4.25 | 20% |
| Returns for 3 years | 36.17 | 40.26 | 90% |
| Returns for 5 years | -1.47 | 21.92 | -7% |
| Returns for 10 years | 88.03 | 108.80 | 81% |
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