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JMGQX vs PCBIX
JMGQX vs PCBIX Comparison
Open Charts JMGQX vs PCBIX
JPMorgan Mid Cap Growth R4
Price$55.05
Change-$0.10 (-0.18%)
VolumeN/A
Net Assets12.76B
Principal MidCap Institutional
Price$45.92
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets31.95B
JMGQX vs PCBIX Comparison Chart in %
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JMGQX vs. PCBIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. JMGQX (12.8B). 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 : -0.27 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. JMGQX (6.72).
| 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 | 11.145 | 3.029 | 368% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 32B | 40% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -0.27 | -4.65 | 6% |
| Returns for 3 years | 39.76 | 35.68 | 111% |
| Returns for 5 years | 6.72 | 33.05 | 20% |
| Returns for 10 years | N/A | 111.81 | - |
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