JMGMX
Price
$56.04
Change
+$0.73 (+1.32%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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JMGMX vs PMBJX

Header iconJMGMX vs PMBJX Comparison
Open Charts JMGMX vs PMBJXBanner chart's image
JPMorgan Mid Cap Growth R6
Price$56.04
Change+$0.73 (+1.32%)
VolumeN/A
Net Assets12.71B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
JMGMX vs PMBJX Comparison Chart in %
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JMGMX vs. PMBJX commentary
Jul 07, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. JMGMX (12.7B). PMBJX pays higher dividends than JMGMX: PMBJX (0.06) vs JMGMX (0.00). JMGMX was incepted earlier than PMBJX: JMGMX (14 years) vs PMBJX (24 years). PMBJX (0.78) is less costly to investors than JMGMX (0.69). JMGMX is a more actively managed with annual turnover of: 55.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than JMGMX: PMBJX (1000) vs JMGMX (15000000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. JMGMX (9.09). PMBJX return over 5 years is better than : 58.39 vs. JMGMX (25.96).
JMGMXPMBJXJMGMX / PMBJX
Total Expense Ratio0.650.7883%
Annual Report Gross Expense Ratio0.690.7888%
Fund Existence14 years24 years-
Gain YTD8.3537.057118%
Front LoadN/AN/A-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.06-
Returns for 1 year9.0915.2660%
Returns for 3 years46.4751.7990%
Returns for 5 years25.9658.3944%
Returns for 10 years78.60100.4678%
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