JMGZX
Price
$47.24
Change
+$0.62 (+1.33%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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JMGZX vs PMBMX

Header iconJMGZX vs PMBMX Comparison
Open Charts JMGZX vs PMBMXBanner chart's image
JPMorgan Mid Cap Growth R2
Price$47.24
Change+$0.62 (+1.33%)
VolumeN/A
Net Assets12.71B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
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.

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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).
JMGZXPMBMXJMGZX / PMBMX
Total Expense Ratio1.401.14123%
Annual Report Gross Expense Ratio1.501.14132%
Fund Existence16 years25 years-
Gain YTD7.9526.854116%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year7.0714.8048%
Returns for 3 years41.4850.1983%
Returns for 5 years17.1355.7131%
Returns for 10 years57.2694.7460%
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