JMGQX
Price
$54.39
Change
+$0.65 (+1.21%)
Updated
Jul 25 closing price
Net Assets
12.87B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$54.39
Change+$0.65 (+1.21%)
VolumeN/A
Net Assets12.87B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
JMGQX vs PMBMX Comparison Chart in %
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JMGQX vs. PMBMX commentary
Jul 27, 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: 33.2B vs. JMGQX (12.9B). 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. JMGQX (13.08) and PMBMX (13.04) have marching annual gain over last year. PMBMX return over 5 years is better than : 52.44 vs. JMGQX (21.36).
JMGQXPMBMXJMGQX / PMBMX
Total Expense Ratio0.901.1479%
Annual Report Gross Expense Ratio0.951.1483%
Fund Existence9 years25 years-
Gain YTD9.8128.421117%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.9B33.2B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year13.0813.04100%
Returns for 3 years42.6847.2790%
Returns for 5 years21.3652.4441%
Returns for 10 yearsN/A97.42-
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