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JMGRX vs PCBIX
JMGRX vs PCBIX Comparison
Open Charts JMGRX vs PCBIX
Janus Henderson Enterprise I
Price$129.19
Change+$0.78 (+0.61%)
VolumeN/A
Net Assets21.28B
Principal MidCap Institutional
Price$42.61
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets28.35B
JMGRX vs PCBIX Comparison Chart
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JMGRX vs. PCBIX commentary
Apr 20, 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 JMGRX is a Buy and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 28.4B vs. JMGRX (21.3B). JMGRX pays higher dividends than PCBIX: JMGRX (1.09) vs PCBIX (0.13). JMGRX was incepted earlier than PCBIX: JMGRX (16 years) vs PCBIX (24 years). JMGRX (0.76) is less costly to investors than PCBIX (0.67). JMGRX is a more actively managed with annual turnover of: 15.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than JMGRX: PCBIX (0) vs JMGRX (1000000). PCBIX annual gain was more profitable for investors over the last year : 7.36 vs. JMGRX (-3.69). PCBIX return over 5 years is better than : 63.46 vs. JMGRX (9.51).
| JMGRX | PCBIX | JMGRX / PCBIX | |
| Total Expense Ratio | 0.76 | 0.67 | 113% |
| Annual Report Gross Expense Ratio | 0.76 | 0.67 | 113% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -9.404 | -4.398 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 28.4B | 75% |
| Annual Yield % from dividends | 1.09 | 0.13 | 860% |
| Returns for 1 year | -3.69 | 7.36 | -50% |
| Returns for 3 years | -9.15 | 19.65 | -47% |
| Returns for 5 years | 9.51 | 63.46 | 15% |
| Returns for 10 years | 41.99 | 83.67 | 50% |