OSGIX
Price
$43.05
Change
+$0.52 (+1.22%)
Updated
Jul 25 closing price
Net Assets
12.87B
PMBCX
Price
$37.93
Change
+$0.26 (+0.69%)
Updated
Jul 25 closing price
Net Assets
33.21B
Interact to see
Advertisement

OSGIX vs PMBCX

Header iconOSGIX vs PMBCX Comparison
Open Charts OSGIX vs PMBCXBanner chart's image
JPMorgan Mid Cap Growth A
Price$43.05
Change+$0.52 (+1.22%)
VolumeN/A
Net Assets12.87B
Principal MidCap C
Price$37.93
Change+$0.26 (+0.69%)
VolumeN/A
Net Assets33.21B
OSGIX vs PMBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OSGIX vs. PMBCX 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 OSGIX is a Buy and PMBCX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.2B vs. OSGIX (12.9B). OSGIX (0.00) and PMBCX (0.00) have matching dividends . OSGIX was incepted earlier than PMBCX: OSGIX (33 years) vs PMBCX (19 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 : 11.82 vs. OSGIX (10.95). PMBCX return over 5 years is better than : 44.44 vs. OSGIX (13.38).
OSGIXPMBCXOSGIX / PMBCX
Total Expense Ratio1.091.7562%
Annual Report Gross Expense Ratio1.211.7569%
Fund Existence33 years19 years-
Gain YTD9.6828.063120%
Front Load5%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets12.9B33.2B39%
Annual Yield % from dividends0.000.00-
Returns for 1 year10.9511.8293%
Returns for 3 years39.2342.7592%
Returns for 5 years13.3844.4430%
Returns for 10 years53.6477.9969%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EWW61.050.20
+0.33%
iShares MSCI Mexico ETF
EMTL43.220.05
+0.11%
SPDR® DoubleLine® Emerg Mkts Fxd Inc ETF
LJAN24.730.02
+0.06%
Innovator Premium Income 15 Buf ETF -Jan
LIAY247.00N/A
N/A
LifeX 2064 Inflation-Protected Longevity Income ETF
JPIN65.09-0.07
-0.11%
JPMorgan Diversified Return Intl Eq ETF