JMGQX
Price
$50.57
Change
-$0.65 (-1.27%)
Updated
Jun 13 closing price
Net Assets
11.99B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$50.57
Change-$0.65 (-1.27%)
VolumeN/A
Net Assets11.99B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
JMGQX vs PMBPX Comparison Chart
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JMGQX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. JMGQX (12B). 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 : 10.26 vs. JMGQX (3.99). PMBPX return over 5 years is better than : 54.31 vs. JMGQX (23.47).
JMGQXPMBPXJMGQX / PMBPX
Total Expense Ratio0.900.83108%
Annual Report Gross Expense Ratio0.950.83114%
Fund Existence9 years25 years-
Gain YTD2.1001.933109%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12B30.6B39%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.9910.2639%
Returns for 3 years40.7549.5282%
Returns for 5 years23.4754.3143%
Returns for 10 yearsN/A92.68-
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