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JMGZX vs PMBCX
JMGZX vs PMBCX Comparison
Open Charts JMGZX vs PMBCX
JPMorgan Mid Cap Growth R2
Price$44.58
Change-$0.57 (-1.26%)
VolumeN/A
Net Assets11.99B
JMGZX vs PMBCX Comparison Chart
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JMGZX vs. PMBCX commentary
Jun 16, 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 PMBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. JMGZX (12B). JMGZX (0.00) and PMBCX (0.00) have matching dividends . JMGZX was incepted earlier than PMBCX: JMGZX (16 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than JMGZX (1.50). JMGZX is a more actively managed with annual turnover of: 55.00 vs. PMBCX (10.50). JMGZX has a lower initial minimum investment than PMBCX: JMGZX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : 9.12 vs. JMGZX (2.60). PMBCX return over 5 years is better than : 42.73 vs. JMGZX (17.22).
| JMGZX | PMBCX | JMGZX / PMBCX | |
| Total Expense Ratio | 1.40 | 1.75 | 80% |
| Annual Report Gross Expense Ratio | 1.50 | 1.75 | 86% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 1.874 | 1.538 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 30.6B | 39% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.60 | 9.12 | 29% |
| Returns for 3 years | 37.38 | 42.85 | 87% |
| Returns for 5 years | 17.22 | 42.73 | 40% |
| Returns for 10 years | 47.66 | 65.54 | 73% |
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