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JMGZX vs PCBIX
JMGZX vs PCBIX Comparison
Open Charts JMGZX vs PCBIX
JPMorgan Mid Cap Growth R2
Price$47.08
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets12.79B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.57B
JMGZX vs PCBIX Comparison Chart in %
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JMGZX vs. PCBIX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.6B vs. JMGZX (12.8B). PCBIX pays higher dividends than JMGZX: PCBIX (0.12) vs JMGZX (0.00). JMGZX was incepted earlier than PCBIX: JMGZX (16 years) vs PCBIX (24 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. PCBIX (10.85) and JMGZX (10.44) have marching annual gain over last year. PCBIX return over 5 years is better than : 47.35 vs. JMGZX (8.61).
| 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 | 24 years | - |
| Gain YTD | 7.564 | 6.215 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 32.6B | 39% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 10.44 | 10.85 | 96% |
| Returns for 3 years | 21.35 | 32.38 | 66% |
| Returns for 5 years | 8.61 | 47.35 | 18% |
| Returns for 10 years | 53.72 | 101.74 | 53% |
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