JAAGX
Price
$77.82
Change
+$6.11 (+8.52%)
Updated
Apr 9 closing price
Net Assets
1.67B
PMBMX
Price
$39.38
Change
+$2.86 (+7.83%)
Updated
Apr 9 closing price
Net Assets
28.5B
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JAAGX vs PMBMX

Header iconJAAGX vs PMBMX Comparison
Open Charts JAAGX vs PMBMXBanner chart's image
Janus Henderson VIT Enterprise Instl
Price$77.82
Change+$6.11 (+8.52%)
VolumeN/A
Net Assets1.67B
Principal MidCap R3
Price$39.38
Change+$2.86 (+7.83%)
VolumeN/A
Net Assets28.5B
JAAGX vs PMBMX Comparison Chart
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JAAGX vs. PMBMX commentary
Apr 11, 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 JAAGX is a Buy and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.5B vs. JAAGX (1.67B). JAAGX pays higher dividends than PMBMX: JAAGX (0.73) vs PMBMX (0.02). JAAGX was incepted earlier than PMBMX: JAAGX (32 years) vs PMBMX (24 years). PMBMX (1.15) is less costly to investors than JAAGX (0.72). JAAGX is a more actively managed with annual turnover of: 13.00 vs. PMBMX (10.50). JAAGX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : -5.20 vs. JAAGX (-12.60). PMBMX return over 5 years is better than : 49.40 vs. JAAGX (3.30).
JAAGXPMBMXJAAGX / PMBMX
Total Expense Ratio0.721.1563%
Annual Report Gross Expense Ratio0.721.1563%
Fund Existence32 years24 years-
Gain YTD-14.813-10.600140%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.67B28.5B6%
Annual Yield % from dividends0.730.023,241%
Returns for 1 year-12.60-5.20242%
Returns for 3 years-21.096.87-307%
Returns for 5 years3.3049.407%
Returns for 10 years10.5758.8918%
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