Interact to see
Advertisement
Advertisement
JMGZX vs PCBIX
JMGZX vs PCBIX Comparison
Open Charts JMGZX vs PCBIX
JPMorgan Mid Cap Growth R2
Price$48.03
Change+$0.48 (+1.01%)
VolumeN/A
Net Assets12.95B
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.13B
JMGZX vs PCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMGZX vs. PCBIX commentary
Sep 08, 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 StrongBuy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.1B vs. JMGZX (13B). PCBIX pays higher dividends than JMGZX: PCBIX (0.12) vs JMGZX (0.00). JMGZX was incepted earlier than PCBIX: JMGZX (16 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: 55.00 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 : 12.04 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. JMGZX (11.59).
| JMGZX | PCBIX | JMGZX / PCBIX | |
| Total Expense Ratio | 1.40 | 0.67 | 209% |
| Annual Report Gross Expense Ratio | 1.50 | 0.67 | 224% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 9.758 | 7.135 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 33.1B | 39% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 12.04 | 9.41 | 128% |
| Returns for 3 years | 38.57 | 47.03 | 82% |
| Returns for 5 years | 11.59 | 49.14 | 24% |
| Returns for 10 years | 66.66 | 116.70 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPXU | 14.94 | 0.15 | +1.01% |
| ProShares UltraPro Short S&P500 | |||
| HYDW | 47.21 | 0.09 | +0.18% |
| Xtrackers Low Beta High Yield Bond ETF | |||
| SPTS | 29.30 | 0.05 | +0.17% |
| SPDR® Portfolio Short Term Treasury ETF | |||
| EYEG | 35.69 | N/A | N/A |
| AB Corporate Bond ETF | |||
| QDWN | 11.32 | -0.87 | -7.15% |
| Dailydelta Q100 Downside Option Strategy ETF | |||