JMGMX
Price
$52.87
Change
-$0.67 (-1.25%)
Updated
Jun 13 closing price
Net Assets
11.99B
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$52.87
Change-$0.67 (-1.25%)
VolumeN/A
Net Assets11.99B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
JMGMX vs PMBMX Comparison Chart
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JMGMX vs. PMBMX commentary
Jun 15, 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: 30.6B vs. JMGMX (12B). 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 : 9.71 vs. JMGMX (4.57). PMBMX return over 5 years is better than : 50.58 vs. JMGMX (26.11).
JMGMXPMBMXJMGMX / PMBMX
Total Expense Ratio0.651.1457%
Annual Report Gross Expense Ratio0.691.1461%
Fund Existence14 years25 years-
Gain YTD2.2241.787124%
Front LoadN/AN/A-
Min. Initial Investment150000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12B30.6B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year4.579.7147%
Returns for 3 years42.2447.3889%
Returns for 5 years26.1150.5852%
Returns for 10 years67.7583.5481%
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