JMGMX
Price
$55.90
Change
+$0.01 (+0.02%)
Updated
Aug 15 closing price
Net Assets
12.67B
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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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$55.90
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets12.67B
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
JMGMX vs PMBJX Comparison Chart in %
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JMGMX vs. PMBJX commentary
Aug 18, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B 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). JMGMX annual gain was more profitable for investors over the last year : 10.56 vs. PMBJX (8.97). PMBJX return over 5 years is better than : 44.05 vs. JMGMX (16.81).
JMGMXPMBJXJMGMX / PMBJX
Total Expense Ratio0.650.7883%
Annual Report Gross Expense Ratio0.690.7888%
Fund Existence14 years24 years-
Gain YTD8.0825.832139%
Front LoadN/AN/A-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.5B39%
Annual Yield % from dividends0.000.06-
Returns for 1 year10.568.97118%
Returns for 3 years25.7930.2585%
Returns for 5 years16.8144.0538%
Returns for 10 years75.3692.9081%
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