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JMGZX vs PCBIX
JMGZX vs PCBIX Comparison
Open Charts JMGZX vs PCBIX
JPMorgan Mid Cap Growth R2
Price$43.62
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets12.49B
Principal MidCap Institutional
Price$43.55
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets31.17B
JMGZX vs PCBIX Comparison Chart in %
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JMGZX vs. PCBIX commentary
Dec 28, 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 JMGZX is a Buy and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. JMGZX (12.5B). PCBIX pays higher dividends than JMGZX: PCBIX (0.12) vs JMGZX (0.00). JMGZX was incepted earlier than PCBIX: JMGZX (17 years) vs PCBIX (25 years). JMGZX (1.50) is less costly to investors than PCBIX (0.67). JMGZX is a more actively managed with annual turnover of: 67.00 vs. PCBIX (10.50). JMGZX (0) and PCBIX (0) have matching initial minimum investment requirements. JMGZX annual gain was more profitable for investors over the last year : -3.24 vs. PCBIX (-4.25). PCBIX return over 5 years is better than : 21.92 vs. JMGZX (-8.88).
| JMGZX | PCBIX | JMGZX / PCBIX | |
| Total Expense Ratio | 1.40 | 0.67 | 209% |
| Annual Report Gross Expense Ratio | 1.50 | 0.67 | 224% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -0.320 | -2.289 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 31.2B | 40% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -3.24 | -4.25 | 76% |
| Returns for 3 years | 29.44 | 40.26 | 73% |
| Returns for 5 years | -8.88 | 21.92 | -41% |
| Returns for 10 years | 63.13 | 108.80 | 58% |
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