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JMGQX vs PCBIX
JMGQX vs PCBIX Comparison
Open Charts JMGQX vs PCBIX
JPMorgan Mid Cap Growth R4
Price$54.35
Change+$0.16 (+0.30%)
VolumeN/A
Net Assets12.43B
Principal MidCap Institutional
Price$45.23
Change-$0.19 (-0.42%)
VolumeN/A
Net Assets31.51B
JMGQX vs PCBIX Comparison Chart in %
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JMGQX vs. PCBIX commentary
Dec 04, 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 JMGQX is a Buy and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.5B vs. JMGQX (12.4B). PCBIX pays higher dividends than JMGQX: PCBIX (0.12) vs JMGQX (0.00). JMGQX was incepted earlier than PCBIX: JMGQX (9 years) vs PCBIX (25 years). JMGQX (0.95) is less costly to investors than PCBIX (0.67). JMGQX is a more actively managed with annual turnover of: 67.00 vs. PCBIX (10.50). JMGQX (0) and PCBIX (0) have matching initial minimum investment requirements. JMGQX annual gain was more profitable for investors over the last year : -4.31 vs. PCBIX (-7.72). PCBIX return over 5 years is better than : 28.55 vs. JMGQX (0.08).
| JMGQX | PCBIX | JMGQX / PCBIX | |
| Total Expense Ratio | 0.90 | 0.67 | 134% |
| Annual Report Gross Expense Ratio | 0.95 | 0.67 | 142% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 9.408 | 1.907 | 493% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 31.5B | 39% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -4.31 | -7.72 | 56% |
| Returns for 3 years | 33.80 | 33.03 | 102% |
| Returns for 5 years | 0.08 | 28.55 | 0% |
| Returns for 10 years | N/A | 101.44 | - |
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