JMGPX
Price
$52.89
Change
+$0.64 (+1.22%)
Updated
Jul 25 closing price
Net Assets
12.87B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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JMGPX vs PMBPX

Header iconJMGPX vs PMBPX Comparison
Open Charts JMGPX vs PMBPXBanner chart's image
JPMorgan Mid Cap Growth R3
Price$52.89
Change+$0.64 (+1.22%)
VolumeN/A
Net Assets12.87B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
JMGPX vs PMBPX Comparison Chart in %
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JMGPX vs. PMBPX commentary
Jul 28, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. JMGPX (12.9B). PMBPX pays higher dividends than JMGPX: PMBPX (0.01) vs JMGPX (0.00). JMGPX was incepted earlier than PMBPX: JMGPX (9 years) vs PMBPX (25 years). JMGPX (1.20) is less costly to investors than PMBPX (0.83). JMGPX is a more actively managed with annual turnover of: 55.00 vs. PMBPX (10.50). JMGPX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. JMGPX (12.60). PMBPX return over 5 years is better than : 56.25 vs. JMGPX (19.31).
JMGPXPMBPXJMGPX / PMBPX
Total Expense Ratio1.150.83139%
Annual Report Gross Expense Ratio1.200.83145%
Fund Existence9 years25 years-
Gain YTD9.6628.606112%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.9B33.2B39%
Annual Yield % from dividends0.000.01-
Returns for 1 year12.6013.6193%
Returns for 3 years41.3449.3884%
Returns for 5 years19.3156.2534%
Returns for 10 yearsN/A107.27-
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