JMGZX
Price
$47.92
Change
+$0.58 (+1.23%)
Updated
Jul 25 closing price
Net Assets
12.87B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$47.92
Change+$0.58 (+1.23%)
VolumeN/A
Net Assets12.87B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
JMGZX vs PMBPX Comparison Chart in %
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JMGZX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. JMGZX (12.9B). 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 : 13.61 vs. JMGZX (11.55). PMBPX return over 5 years is better than : 56.25 vs. JMGZX (15.25).
JMGZXPMBPXJMGZX / PMBPX
Total Expense Ratio1.400.83169%
Annual Report Gross Expense Ratio1.500.83181%
Fund Existence16 years25 years-
Gain YTD9.5068.606110%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.9B33.2B39%
Annual Yield % from dividends0.000.01-
Returns for 1 year11.5513.6185%
Returns for 3 years39.2249.3879%
Returns for 5 years15.2556.2527%
Returns for 10 years58.15107.2754%
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