JMGZX
Price
$48.35
Change
-$0.09 (-0.19%)
Updated
Oct 17 closing price
Net Assets
12.85B
PMBCX
Price
$35.64
Change
+$0.17 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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JMGZX vs PMBCX

Header iconJMGZX vs PMBCX Comparison
Open Charts JMGZX vs PMBCXBanner chart's image
JPMorgan Mid Cap Growth R2
Price$48.35
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets12.85B
Principal MidCap C
Price$35.64
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets31.93B
JMGZX vs PMBCX Comparison Chart in %
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JMGZX vs. PMBCX commentary
Oct 19, 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 StrongBuy and PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.9B vs. JMGZX (12.8B). JMGZX (0.00) and PMBCX (0.00) have matching dividends . JMGZX was incepted earlier than PMBCX: JMGZX (16 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than JMGZX (1.50). JMGZX is a more actively managed with annual turnover of: 67.00 vs. PMBCX (10.50). JMGZX has a lower initial minimum investment than PMBCX: JMGZX (0) vs PMBCX (1000). JMGZX annual gain was more profitable for investors over the last year : 4.77 vs. PMBCX (-4.45). PMBCX return over 5 years is better than : 25.71 vs. JMGZX (3.20).
JMGZXPMBCXJMGZX / PMBCX
Total Expense Ratio1.401.7580%
Annual Report Gross Expense Ratio1.501.7586%
Fund Existence16 years19 years-
Gain YTD10.4891.538682%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B31.9B40%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.77-4.45-107%
Returns for 3 years46.2942.56109%
Returns for 5 years3.2025.7112%
Returns for 10 years72.7473.9498%
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