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JMGQX vs PMBMX
JMGQX vs PMBMX Comparison
Open Charts JMGQX vs PMBMX
JPMorgan Mid Cap Growth R4
Price$53.60
Change+$0.70 (+1.32%)
VolumeN/A
Net Assets12.71B
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.
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).
| JMGQX | PMBMX | JMGQX / PMBMX | |
| Total Expense Ratio | 0.90 | 1.14 | 79% |
| Annual Report Gross Expense Ratio | 0.95 | 1.14 | 83% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 8.217 | 6.854 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 32.3B | 39% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 8.52 | 14.80 | 58% |
| Returns for 3 years | 44.94 | 50.19 | 90% |
| Returns for 5 years | 23.34 | 55.71 | 42% |
| Returns for 10 years | N/A | 94.74 | - |
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