JMGMX
Price
$53.55
Change
-$4.19 (-7.26%)
Updated
Dec 11 closing price
Net Assets
12.65B
PMBPX
Price
$42.19
Change
-$2.05 (-4.63%)
Updated
Dec 11 closing price
Net Assets
29.83B
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JMGMX vs PMBPX

Header iconJMGMX vs PMBPX Comparison
Open Charts JMGMX vs PMBPXBanner chart's image
JPMorgan Mid Cap Growth R6
Price$53.55
Change-$4.19 (-7.26%)
VolumeN/A
Net Assets12.65B
Principal MidCap R5
Price$42.19
Change-$2.05 (-4.63%)
VolumeN/A
Net Assets29.83B
JMGMX vs PMBPX Comparison Chart in %
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JMGMX vs. PMBPX commentary
Dec 13, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. JMGMX (12.7B). PMBPX pays higher dividends than JMGMX: PMBPX (0.01) vs JMGMX (0.00). JMGMX was incepted earlier than PMBPX: JMGMX (14 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than JMGMX (0.69). JMGMX is a more actively managed with annual turnover of: 67.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than JMGMX: PMBPX (0) vs JMGMX (15000000). JMGMX annual gain was more profitable for investors over the last year : -8.76 vs. PMBPX (-10.82). PMBPX return over 5 years is better than : 22.09 vs. JMGMX (4.81).
JMGMXPMBPXJMGMX / PMBPX
Total Expense Ratio0.650.8378%
Annual Report Gross Expense Ratio0.690.8383%
Fund Existence14 years25 years-
Gain YTD3.538-2.922-121%
Front LoadN/AN/A-
Min. Initial Investment150000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B29.8B43%
Annual Yield % from dividends0.000.01-
Returns for 1 year-8.76-10.8281%
Returns for 3 years31.0929.35106%
Returns for 5 years4.8122.0922%
Returns for 10 years96.1396.41100%
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