JMGZX
Price
$47.92
Change
+$0.58 (+1.23%)
Updated
Jul 25 closing price
Net Assets
12.87B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
Interact to see
Advertisement

JMGZX vs PMBMX

Header iconJMGZX vs PMBMX Comparison
Open Charts JMGZX vs PMBMXBanner chart's image
JPMorgan Mid Cap Growth R2
Price$47.92
Change+$0.58 (+1.23%)
VolumeN/A
Net Assets12.87B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
JMGZX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JMGZX vs. PMBMX 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 PMBMX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. JMGZX (12.9B). PMBMX pays higher dividends than JMGZX: PMBMX (0.02) vs JMGZX (0.00). JMGZX was incepted earlier than PMBMX: JMGZX (16 years) vs PMBMX (25 years). JMGZX (1.50) is less costly to investors than PMBMX (1.14). JMGZX is a more actively managed with annual turnover of: 55.00 vs. PMBMX (10.50). JMGZX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. JMGZX (11.55). PMBMX return over 5 years is better than : 52.44 vs. JMGZX (15.25).
JMGZXPMBMXJMGZX / PMBMX
Total Expense Ratio1.401.14123%
Annual Report Gross Expense Ratio1.501.14132%
Fund Existence16 years25 years-
Gain YTD9.5068.421113%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.9B33.2B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year11.5513.0489%
Returns for 3 years39.2247.2783%
Returns for 5 years15.2552.4429%
Returns for 10 years58.1597.4260%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PFN7.500.01
+0.13%
PIMCO Income Strategy Fund II
PSCJ28.69N/A
N/A
Pacer Swan SOS Conservative (July) ETF
QUVU25.52N/A
N/A
Hartford Quality Value ETF
AVEM70.53-0.53
-0.75%
Avantis Emerging Markets Equity ETF
OSOL4.81-0.15
-3.10%
Osprey Solana Trust