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OSGIX vs PMBCX
OSGIX vs PMBCX Comparison
Open Charts OSGIX vs PMBCX
JPMorgan Mid Cap Growth A
Price$40.03
Change-$0.52 (-1.28%)
VolumeN/A
Net Assets11.99B
OSGIX vs PMBCX Comparison Chart
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OSGIX vs. PMBCX commentary
Jun 16, 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 Hold and PMBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. OSGIX (12B). 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 : 9.12 vs. OSGIX (2.04). PMBCX return over 5 years is better than : 42.73 vs. OSGIX (15.33).
| 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 | 1.987 | 1.538 | 129% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 30.6B | 39% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.04 | 9.12 | 22% |
| Returns for 3 years | 37.32 | 42.85 | 87% |
| Returns for 5 years | 15.33 | 42.73 | 36% |
| Returns for 10 years | 43.43 | 65.54 | 66% |
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