JMGQX
Price
$53.60
Change
+$0.70 (+1.32%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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JMGQX vs PMBMX

Header iconJMGQX vs PMBMX Comparison
Open Charts JMGQX vs PMBMXBanner chart's image
JPMorgan Mid Cap Growth R4
Price$53.60
Change+$0.70 (+1.32%)
VolumeN/A
Net Assets12.71B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
JMGQX vs PMBMX Comparison Chart in %
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JMGQX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. JMGQX (12.7B). PMBMX pays higher dividends than JMGQX: PMBMX (0.02) vs JMGQX (0.00). JMGQX was incepted earlier than PMBMX: JMGQX (9 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than JMGQX (0.95). JMGQX is a more actively managed with annual turnover of: 55.00 vs. PMBMX (10.50). JMGQX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. JMGQX (8.52). PMBMX return over 5 years is better than : 55.71 vs. JMGQX (23.34).
JMGQXPMBMXJMGQX / PMBMX
Total Expense Ratio0.901.1479%
Annual Report Gross Expense Ratio0.951.1483%
Fund Existence9 years25 years-
Gain YTD8.2176.854120%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year8.5214.8058%
Returns for 3 years44.9450.1990%
Returns for 5 years23.3455.7142%
Returns for 10 yearsN/A94.74-
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