JMGMX
Price
$57.24
Change
+$0.36 (+0.63%)
Updated
Dec 3 closing price
Net Assets
12.55B
PMBCX
Price
$35.55
Change
+$0.28 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
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JMGMX vs PMBCX

Header iconJMGMX vs PMBCX Comparison
Open Charts JMGMX vs PMBCXBanner chart's image
JPMorgan Mid Cap Growth R6
Price$57.24
Change+$0.36 (+0.63%)
VolumeN/A
Net Assets12.55B
Principal MidCap C
Price$35.55
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets31.57B
JMGMX vs PMBCX Comparison Chart in %
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JMGMX vs. PMBCX commentary
Dec 05, 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 PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.6B vs. JMGMX (12.6B). JMGMX (0.00) and PMBCX (0.00) have matching dividends . JMGMX was incepted earlier than PMBCX: JMGMX (14 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than JMGMX (0.69). JMGMX is a more actively managed with annual turnover of: 67.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than JMGMX: PMBCX (1000) vs JMGMX (15000000). JMGMX annual gain was more profitable for investors over the last year : -3.10 vs. PMBCX (-8.78). PMBCX return over 5 years is better than : 16.44 vs. JMGMX (2.06).
JMGMXPMBCXJMGMX / PMBCX
Total Expense Ratio0.651.7537%
Annual Report Gross Expense Ratio0.691.7539%
Fund Existence14 years19 years-
Gain YTD10.6731.282832%
Front LoadN/AN/A-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.6B31.6B40%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.10-8.7835%
Returns for 3 years36.4526.65137%
Returns for 5 years2.0616.4413%
Returns for 10 years91.3869.61131%
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