OSGIX
Price
$40.03
Change
-$0.52 (-1.28%)
Updated
Jun 13 closing price
Net Assets
11.99B
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$40.03
Change-$0.52 (-1.28%)
VolumeN/A
Net Assets11.99B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
OSGIX vs PMBMX Comparison Chart
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OSGIX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. OSGIX (12B). 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 : 9.71 vs. OSGIX (2.04). PMBMX return over 5 years is better than : 50.58 vs. OSGIX (15.33).
OSGIXPMBMXOSGIX / PMBMX
Total Expense Ratio1.091.1496%
Annual Report Gross Expense Ratio1.211.14106%
Fund Existence33 years25 years-
Gain YTD1.9871.787111%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets12B30.6B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year2.049.7121%
Returns for 3 years37.3247.3879%
Returns for 5 years15.3350.5830%
Returns for 10 years43.4383.5452%
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