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JMGZX vs PEMGX
JMGZX vs PEMGX Comparison
Open Charts JMGZX vs PEMGX
JPMorgan Mid Cap Growth R2
Price$47.92
Change+$0.58 (+1.23%)
VolumeN/A
Net Assets12.87B
JMGZX vs PEMGX Comparison Chart in %
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JMGZX vs. PEMGX commentary
Jul 27, 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 PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. JMGZX (12.9B). JMGZX (0.00) and PEMGX (0.00) have matching dividends . JMGZX was incepted earlier than PEMGX: JMGZX (16 years) vs PEMGX (20 years). JMGZX (1.50) is less costly to investors than PEMGX (0.91). JMGZX is a more actively managed with annual turnover of: 55.00 vs. PEMGX (10.50). JMGZX has a lower initial minimum investment than PEMGX: JMGZX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 13.43 vs. JMGZX (11.55). PEMGX return over 5 years is better than : 55.06 vs. JMGZX (15.25).
| JMGZX | PEMGX | JMGZX / PEMGX | |
| Total Expense Ratio | 1.40 | 0.91 | 154% |
| Annual Report Gross Expense Ratio | 1.50 | 0.91 | 165% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 9.506 | 8.564 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 33.2B | 39% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.55 | 13.43 | 86% |
| Returns for 3 years | 39.22 | 48.78 | 80% |
| Returns for 5 years | 15.25 | 55.06 | 28% |
| Returns for 10 years | 58.15 | 103.87 | 56% |
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