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JMGZX vs PMBMX
JMGZX vs PMBMX Comparison
Open Charts JMGZX vs PMBMX
JPMorgan Mid Cap Growth R2
Price$44.58
Change-$0.57 (-1.26%)
VolumeN/A
Net Assets11.99B
JMGZX vs PMBMX Comparison Chart
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JMGZX vs. PMBMX commentary
Jun 15, 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 Hold and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. JMGZX (12B). 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 : 9.71 vs. JMGZX (2.60). PMBMX return over 5 years is better than : 50.58 vs. JMGZX (17.22).
| 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 | 1.874 | 1.787 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 30.6B | 39% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 2.60 | 9.71 | 27% |
| Returns for 3 years | 37.38 | 47.38 | 79% |
| Returns for 5 years | 17.22 | 50.58 | 34% |
| Returns for 10 years | 47.66 | 83.54 | 57% |
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