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JMGQX vs PCBIX
JMGQX vs PCBIX Comparison
Open Charts JMGQX vs PCBIX
JPMorgan Mid Cap Growth R4
Price$54.55
Change+$0.55 (+1.02%)
VolumeN/A
Net Assets12.95B
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
JMGQX vs PCBIX Comparison Chart in %
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JMGQX vs. PCBIX commentary
Sep 09, 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 StrongBuy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. JMGQX (13B). 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: 55.00 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 : 13.62 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. JMGQX (17.57).
| 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 | 10.176 | 7.135 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 33B | 39% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 13.62 | 9.41 | 145% |
| Returns for 3 years | 42.04 | 47.03 | 89% |
| Returns for 5 years | 17.57 | 49.14 | 36% |
| Returns for 10 years | N/A | 116.70 | - |
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