OSGIX
Price
$42.43
Change
+$0.55 (+1.31%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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OSGIX vs PMBMX

Header iconOSGIX vs PMBMX Comparison
Open Charts OSGIX vs PMBMXBanner chart's image
JPMorgan Mid Cap Growth A
Price$42.43
Change+$0.55 (+1.31%)
VolumeN/A
Net Assets12.71B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OSGIX vs PMBMX Comparison Chart in %
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OSGIX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. OSGIX (12.7B). PMBMX pays higher dividends than OSGIX: PMBMX (0.02) vs OSGIX (0.00). OSGIX was incepted earlier than PMBMX: OSGIX (33 years) vs PMBMX (25 years). OSGIX (1.21) is less costly to investors than PMBMX (1.14). OSGIX is a more actively managed with annual turnover of: 55.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than OSGIX: PMBMX (0) vs OSGIX (1000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. OSGIX (6.50). PMBMX return over 5 years is better than : 55.71 vs. OSGIX (15.24).
OSGIXPMBMXOSGIX / PMBMX
Total Expense Ratio1.091.1496%
Annual Report Gross Expense Ratio1.211.14106%
Fund Existence33 years25 years-
Gain YTD8.1026.854118%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year6.5014.8044%
Returns for 3 years41.4350.1983%
Returns for 5 years15.2455.7127%
Returns for 10 years52.7494.7456%
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