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OSGIX vs PMBCX
OSGIX vs PMBCX Comparison
Open Charts OSGIX vs PMBCX
JPMorgan Mid Cap Growth A
Price$42.43
Change+$0.55 (+1.31%)
VolumeN/A
Net Assets12.71B
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.
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).
| OSGIX | PMBCX | OSGIX / PMBCX | |
| Total Expense Ratio | 1.09 | 1.75 | 62% |
| Annual Report Gross Expense Ratio | 1.21 | 1.75 | 69% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 8.102 | 6.553 | 124% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 32.3B | 39% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.50 | 13.57 | 48% |
| Returns for 3 years | 41.43 | 45.58 | 91% |
| Returns for 5 years | 15.24 | 47.59 | 32% |
| Returns for 10 years | 52.74 | 75.67 | 70% |
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