JMGMX
Price
$56.04
Change
+$0.73 (+1.32%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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JMGMX vs PMBMX

Header iconJMGMX vs PMBMX Comparison
Open Charts JMGMX vs PMBMXBanner chart's image
JPMorgan Mid Cap Growth R6
Price$56.04
Change+$0.73 (+1.32%)
VolumeN/A
Net Assets12.71B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
JMGMX vs PMBMX Comparison Chart in %
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JMGMX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. JMGMX (12.7B). PMBMX pays higher dividends than JMGMX: PMBMX (0.02) vs JMGMX (0.00). JMGMX was incepted earlier than PMBMX: JMGMX (14 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than JMGMX (0.69). JMGMX is a more actively managed with annual turnover of: 55.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than JMGMX: PMBMX (0) vs JMGMX (15000000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. JMGMX (9.09). PMBMX return over 5 years is better than : 55.71 vs. JMGMX (25.96).
JMGMXPMBMXJMGMX / PMBMX
Total Expense Ratio0.651.1457%
Annual Report Gross Expense Ratio0.691.1461%
Fund Existence14 years25 years-
Gain YTD8.3536.854122%
Front LoadN/AN/A-
Min. Initial Investment150000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year9.0914.8061%
Returns for 3 years46.4750.1993%
Returns for 5 years25.9655.7147%
Returns for 10 years78.6094.7483%
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