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JMGQX vs PMBJX
JMGQX vs PMBJX Comparison
Open Charts JMGQX vs PMBJX
JPMorgan Mid Cap Growth R4
Price$53.60
Change+$0.70 (+1.32%)
VolumeN/A
Net Assets12.71B
JMGQX vs PMBJX Comparison Chart in %
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JMGQX vs. PMBJX commentary
Jul 07, 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 PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. JMGQX (12.7B). PMBJX pays higher dividends than JMGQX: PMBJX (0.06) vs JMGQX (0.00). JMGQX was incepted earlier than PMBJX: JMGQX (9 years) vs PMBJX (24 years). JMGQX (0.95) is less costly to investors than PMBJX (0.78). JMGQX is a more actively managed with annual turnover of: 55.00 vs. PMBJX (10.50). JMGQX has a lower initial minimum investment than PMBJX: JMGQX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. JMGQX (8.52). PMBJX return over 5 years is better than : 58.39 vs. JMGQX (23.34).
| JMGQX | PMBJX | JMGQX / PMBJX | |
| Total Expense Ratio | 0.90 | 0.78 | 115% |
| Annual Report Gross Expense Ratio | 0.95 | 0.78 | 122% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 8.217 | 7.057 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 32.3B | 39% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 8.52 | 15.26 | 56% |
| Returns for 3 years | 44.94 | 51.79 | 87% |
| Returns for 5 years | 23.34 | 58.39 | 40% |
| Returns for 10 years | N/A | 100.46 | - |
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