JMGMX
Price
$55.90
Change
+$0.01 (+0.02%)
Updated
Aug 15 closing price
Net Assets
12.67B
PMBMX
Price
$43.13
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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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$55.90
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets12.67B
Principal MidCap R3
Price$43.13
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
JMGMX vs PMBMX Comparison Chart in %
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JMGMX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.5B 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). JMGMX annual gain was more profitable for investors over the last year : 10.56 vs. PMBMX (8.56). PMBMX return over 5 years is better than : 41.63 vs. JMGMX (16.81).
JMGMXPMBMXJMGMX / PMBMX
Total Expense Ratio0.651.1457%
Annual Report Gross Expense Ratio0.691.1461%
Fund Existence14 years25 years-
Gain YTD8.0825.581145%
Front LoadN/AN/A-
Min. Initial Investment150000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.5B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year10.568.56123%
Returns for 3 years25.7928.8589%
Returns for 5 years16.8141.6340%
Returns for 10 years75.3687.3286%
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