JMGQX
Price
$53.60
Change
+$0.70 (+1.32%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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JMGQX vs PMBJX

Header iconJMGQX vs PMBJX Comparison
Open Charts JMGQX vs PMBJXBanner chart's image
JPMorgan Mid Cap Growth R4
Price$53.60
Change+$0.70 (+1.32%)
VolumeN/A
Net Assets12.71B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
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.

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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).
JMGQXPMBJXJMGQX / PMBJX
Total Expense Ratio0.900.78115%
Annual Report Gross Expense Ratio0.950.78122%
Fund Existence9 years24 years-
Gain YTD8.2177.057116%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.06-
Returns for 1 year8.5215.2656%
Returns for 3 years44.9451.7987%
Returns for 5 years23.3458.3940%
Returns for 10 yearsN/A100.46-
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