JMGMX
Price
$56.04
Change
+$0.73 (+1.32%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$56.04
Change+$0.73 (+1.32%)
VolumeN/A
Net Assets12.71B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
JMGMX vs PMBPX Comparison Chart in %
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JMGMX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B 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: 55.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than JMGMX: PMBPX (0) vs JMGMX (15000000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. JMGMX (9.09). PMBPX return over 5 years is better than : 59.60 vs. JMGMX (25.96).
JMGMXPMBPXJMGMX / PMBPX
Total Expense Ratio0.650.8378%
Annual Report Gross Expense Ratio0.690.8383%
Fund Existence14 years25 years-
Gain YTD8.3537.041119%
Front LoadN/AN/A-
Min. Initial Investment150000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.0915.4159%
Returns for 3 years46.4752.3989%
Returns for 5 years25.9659.6044%
Returns for 10 years78.60104.4675%
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