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JMGQX vs PMBMX
JMGQX vs PMBMX Comparison
Open Charts JMGQX vs PMBMX
JPMorgan Mid Cap Growth R4
Price$54.39
Change+$0.65 (+1.21%)
VolumeN/A
Net Assets12.87B
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.
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).
| 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 | 9.812 | 8.421 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 33.2B | 39% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 13.08 | 13.04 | 100% |
| Returns for 3 years | 42.68 | 47.27 | 90% |
| Returns for 5 years | 21.36 | 52.44 | 41% |
| Returns for 10 years | N/A | 97.42 | - |
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