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OSGIX vs PMBMX
OSGIX vs PMBMX Comparison
Open Charts OSGIX vs PMBMX
JPMorgan Mid Cap Growth A
Price$42.43
Change+$0.55 (+1.31%)
VolumeN/A
Net Assets12.71B
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.
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).
| OSGIX | PMBMX | OSGIX / PMBMX | |
| Total Expense Ratio | 1.09 | 1.14 | 96% |
| Annual Report Gross Expense Ratio | 1.21 | 1.14 | 106% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 8.102 | 6.854 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 32.3B | 39% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 6.50 | 14.80 | 44% |
| Returns for 3 years | 41.43 | 50.19 | 83% |
| Returns for 5 years | 15.24 | 55.71 | 27% |
| Returns for 10 years | 52.74 | 94.74 | 56% |
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