JMGPX
Price
$52.12
Change
+$0.67 (+1.30%)
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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JMGPX vs PMBMX

Header iconJMGPX vs PMBMX Comparison
Open Charts JMGPX vs PMBMXBanner chart's image
JPMorgan Mid Cap Growth R3
Price$52.12
Change+$0.67 (+1.30%)
VolumeN/A
Net Assets12.71B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
JMGPX vs PMBMX Comparison Chart in %
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JMGPX 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 JMGPX is a Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. JMGPX (12.7B). PMBMX pays higher dividends than JMGPX: PMBMX (0.02) vs JMGPX (0.00). JMGPX was incepted earlier than PMBMX: JMGPX (9 years) vs PMBMX (25 years). JMGPX (1.20) is less costly to investors than PMBMX (1.14). JMGPX is a more actively managed with annual turnover of: 55.00 vs. PMBMX (10.50). JMGPX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. JMGPX (8.07). PMBMX return over 5 years is better than : 55.71 vs. JMGPX (21.24).
JMGPXPMBMXJMGPX / PMBMX
Total Expense Ratio1.151.14101%
Annual Report Gross Expense Ratio1.201.14105%
Fund Existence9 years25 years-
Gain YTD8.0666.854118%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year8.0714.8054%
Returns for 3 years43.5850.1987%
Returns for 5 years21.2455.7138%
Returns for 10 yearsN/A94.74-
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