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JMGZX vs PEMGX
JMGZX vs PEMGX Comparison
Open Charts JMGZX vs PEMGX
JPMorgan Mid Cap Growth R2
Price$47.80
Change+$0.14 (+0.29%)
VolumeN/A
Net Assets12.53B
JMGZX vs PEMGX Comparison Chart in %
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JMGZX vs. PEMGX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.5B vs. JMGZX (12.5B). 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: 67.00 vs. PEMGX (10.50). JMGZX has a lower initial minimum investment than PEMGX: JMGZX (0) vs PEMGX (1000). JMGZX annual gain was more profitable for investors over the last year : -5.59 vs. PEMGX (-8.04). PEMGX return over 5 years is better than : 26.10 vs. JMGZX (-4.97).
| 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 | 8.912 | 1.689 | 528% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 31.5B | 40% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.59 | -8.04 | 69% |
| Returns for 3 years | 30.58 | 31.57 | 97% |
| Returns for 5 years | -4.97 | 26.10 | -19% |
| Returns for 10 years | 66.82 | 93.59 | 71% |
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