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JMGZX vs PCBIX
JMGZX vs PCBIX Comparison
Open Charts JMGZX vs PCBIX
JPMorgan Mid Cap Growth R2
Price$47.05
Change-$1.38 (-2.85%)
VolumeN/A
Net Assets12.37B
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
JMGZX vs PCBIX Comparison Chart in %
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JMGZX vs. PCBIX commentary
Nov 14, 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 Hold and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. JMGZX (12.4B). 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: 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 : -1.61 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. JMGZX (1.34).
| 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 | 10.672 | 3.029 | 352% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 32B | 39% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -1.61 | -4.65 | 35% |
| Returns for 3 years | 36.42 | 35.68 | 102% |
| Returns for 5 years | 1.34 | 33.05 | 4% |
| Returns for 10 years | 77.72 | 111.81 | 70% |
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