JMGQX
Price
$53.60
Change
+$0.70 (+1.32%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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JMGQX vs PMBPX

Header iconJMGQX vs PMBPX Comparison
Open Charts JMGQX vs PMBPXBanner chart's image
JPMorgan Mid Cap Growth R4
Price$53.60
Change+$0.70 (+1.32%)
VolumeN/A
Net Assets12.71B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
JMGQX vs PMBPX Comparison Chart in %
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JMGQX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. JMGQX (12.7B). PMBPX pays higher dividends than JMGQX: PMBPX (0.01) vs JMGQX (0.00). JMGQX was incepted earlier than PMBPX: JMGQX (9 years) vs PMBPX (25 years). JMGQX (0.95) is less costly to investors than PMBPX (0.83). JMGQX is a more actively managed with annual turnover of: 55.00 vs. PMBPX (10.50). JMGQX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. JMGQX (8.52). PMBPX return over 5 years is better than : 59.60 vs. JMGQX (23.34).
JMGQXPMBPXJMGQX / PMBPX
Total Expense Ratio0.900.83108%
Annual Report Gross Expense Ratio0.950.83114%
Fund Existence9 years25 years-
Gain YTD8.2177.041117%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.5215.4155%
Returns for 3 years44.9452.3986%
Returns for 5 years23.3459.6039%
Returns for 10 yearsN/A104.46-
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