JMGQX
Price
$50.57
Change
-$0.65 (-1.27%)
Updated
Jun 13 closing price
Net Assets
11.99B
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
Interact to see
Advertisement

JMGQX vs PMBMX

Header iconJMGQX vs PMBMX Comparison
Open Charts JMGQX vs PMBMXBanner chart's image
JPMorgan Mid Cap Growth R4
Price$50.57
Change-$0.65 (-1.27%)
VolumeN/A
Net Assets11.99B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
JMGQX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JMGQX vs. PMBMX commentary
Jun 16, 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 Hold and PMBMX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. JMGQX (12B). 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 : 9.71 vs. JMGQX (3.99). PMBMX return over 5 years is better than : 50.58 vs. JMGQX (23.47).
JMGQXPMBMXJMGQX / PMBMX
Total Expense Ratio0.901.1479%
Annual Report Gross Expense Ratio0.951.1483%
Fund Existence9 years25 years-
Gain YTD2.1001.787117%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12B30.6B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year3.999.7141%
Returns for 3 years40.7547.3886%
Returns for 5 years23.4750.5846%
Returns for 10 yearsN/A83.54-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GHY13.30N/A
N/A
PGIM Global High Yield Fund
ACIO40.59-0.24
-0.59%
Aptus Collared Investment Opp ETF
PAPI25.48-0.18
-0.70%
Parametric Equity Premium Income ETF
QDVO26.56-0.30
-1.12%
Amplify CWP Growth & Income ETF
EFAD42.83-0.59
-1.37%
ProShares MSCI EAFE Dividend Growers