OSGIX
Price
$42.43
Change
+$0.55 (+1.31%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
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OSGIX vs PMBCX

Header iconOSGIX vs PMBCX Comparison
Open Charts OSGIX vs PMBCXBanner chart's image
JPMorgan Mid Cap Growth A
Price$42.43
Change+$0.55 (+1.31%)
VolumeN/A
Net Assets12.71B
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
OSGIX vs PMBCX Comparison Chart in %
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OSGIX vs. PMBCX 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 OSGIX is a Buy and PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. OSGIX (12.7B). OSGIX (0.00) and PMBCX (0.00) have matching dividends . OSGIX was incepted earlier than PMBCX: OSGIX (33 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than OSGIX (1.21). OSGIX is a more actively managed with annual turnover of: 55.00 vs. PMBCX (10.50). OSGIX (1000) and PMBCX (1000) have matching initial minimum investment requirements. PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. OSGIX (6.50). PMBCX return over 5 years is better than : 47.59 vs. OSGIX (15.24).
OSGIXPMBCXOSGIX / PMBCX
Total Expense Ratio1.091.7562%
Annual Report Gross Expense Ratio1.211.7569%
Fund Existence33 years18 years-
Gain YTD8.1026.553124%
Front Load5%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.5013.5748%
Returns for 3 years41.4345.5891%
Returns for 5 years15.2447.5932%
Returns for 10 years52.7475.6770%
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