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JMGZX vs PMBMX
JMGZX vs PMBMX Comparison
Open Charts JMGZX vs PMBMX
JPMorgan Mid Cap Growth R2
Price$47.24
Change+$0.62 (+1.33%)
VolumeN/A
Net Assets12.71B
JMGZX vs PMBMX Comparison Chart in %
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JMGZX vs. PMBMX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. JMGZX (12.7B). 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 : 14.80 vs. JMGZX (7.07). PMBMX return over 5 years is better than : 55.71 vs. JMGZX (17.13).
| JMGZX | PMBMX | JMGZX / PMBMX | |
| Total Expense Ratio | 1.40 | 1.14 | 123% |
| Annual Report Gross Expense Ratio | 1.50 | 1.14 | 132% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 7.952 | 6.854 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 32.3B | 39% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 7.07 | 14.80 | 48% |
| Returns for 3 years | 41.48 | 50.19 | 83% |
| Returns for 5 years | 17.13 | 55.71 | 31% |
| Returns for 10 years | 57.26 | 94.74 | 60% |
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