JMGZX
Price
$47.08
Change
+$0.01 (+0.02%)
Updated
Aug 15 closing price
Net Assets
12.79B
PMBCX
Price
$36.93
Change
-$0.11 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.57B
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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$47.08
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets12.79B
Principal MidCap C
Price$36.93
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets32.57B
JMGZX vs PMBCX Comparison Chart in %
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JMGZX vs. PMBCX commentary
Aug 17, 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 PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.6B 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: 55.00 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 : 10.44 vs. PMBCX (8.85). PMBCX return over 5 years is better than : 34.64 vs. JMGZX (8.61).
JMGZXPMBCXJMGZX / PMBCX
Total Expense Ratio1.401.7580%
Annual Report Gross Expense Ratio1.501.7586%
Fund Existence16 years19 years-
Gain YTD7.5645.527137%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B32.6B39%
Annual Yield % from dividends0.000.00-
Returns for 1 year10.448.85118%
Returns for 3 years21.3525.6483%
Returns for 5 years8.6134.6425%
Returns for 10 years53.7269.2978%
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