JMGZX
Price
$47.24
Change
+$0.62 (+1.33%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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JMGZX vs PMBPX

Header iconJMGZX vs PMBPX Comparison
Open Charts JMGZX vs PMBPXBanner chart's image
JPMorgan Mid Cap Growth R2
Price$47.24
Change+$0.62 (+1.33%)
VolumeN/A
Net Assets12.71B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
JMGZX vs PMBPX Comparison Chart in %
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JMGZX vs. PMBPX commentary
Jul 06, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. JMGZX (12.7B). PMBPX pays higher dividends than JMGZX: PMBPX (0.01) vs JMGZX (0.00). JMGZX was incepted earlier than PMBPX: JMGZX (16 years) vs PMBPX (25 years). JMGZX (1.50) is less costly to investors than PMBPX (0.83). JMGZX is a more actively managed with annual turnover of: 55.00 vs. PMBPX (10.50). JMGZX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. JMGZX (7.07). PMBPX return over 5 years is better than : 59.60 vs. JMGZX (17.13).
JMGZXPMBPXJMGZX / PMBPX
Total Expense Ratio1.400.83169%
Annual Report Gross Expense Ratio1.500.83181%
Fund Existence16 years25 years-
Gain YTD7.9527.041113%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.0715.4146%
Returns for 3 years41.4852.3979%
Returns for 5 years17.1359.6029%
Returns for 10 years57.26104.4655%
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