JMGPX
Price
$49.18
Change
-$0.63 (-1.26%)
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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JMGPX vs PMBMX

Header iconJMGPX vs PMBMX Comparison
Open Charts JMGPX vs PMBMXBanner chart's image
JPMorgan Mid Cap Growth R3
Price$49.18
Change-$0.63 (-1.26%)
VolumeN/A
Net Assets11.99B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
JMGPX vs PMBMX Comparison Chart
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JMGPX vs. PMBMX commentary
Jun 16, 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 Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. JMGPX (12B). 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 : 9.71 vs. JMGPX (3.56). PMBMX return over 5 years is better than : 50.58 vs. JMGPX (21.34).
JMGPXPMBMXJMGPX / PMBMX
Total Expense Ratio1.151.14101%
Annual Report Gross Expense Ratio1.201.14105%
Fund Existence9 years25 years-
Gain YTD1.9701.787110%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12B30.6B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year3.569.7137%
Returns for 3 years39.4447.3883%
Returns for 5 years21.3450.5842%
Returns for 10 yearsN/A83.54-
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