JAAGX
Price
$77.82
Change
+$6.11 (+8.52%)
Updated
Apr 9 closing price
Net Assets
1.67B
PMBPX
Price
$41.93
Change
+$3.04 (+7.82%)
Updated
Apr 9 closing price
Net Assets
28.5B
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JAAGX vs PMBPX

Header iconJAAGX vs PMBPX Comparison
Open Charts JAAGX vs PMBPXBanner chart's image
Janus Henderson VIT Enterprise Instl
Price$77.82
Change+$6.11 (+8.52%)
VolumeN/A
Net Assets1.67B
Principal MidCap R5
Price$41.93
Change+$3.04 (+7.82%)
VolumeN/A
Net Assets28.5B
JAAGX vs PMBPX Comparison Chart
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JAAGX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. JAAGX (1.67B). JAAGX pays higher dividends than PMBPX: JAAGX (0.73) vs PMBPX (0.01). JAAGX was incepted earlier than PMBPX: JAAGX (32 years) vs PMBPX (24 years). PMBPX (0.84) is less costly to investors than JAAGX (0.72). JAAGX is a more actively managed with annual turnover of: 13.00 vs. PMBPX (10.50). JAAGX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -4.70 vs. JAAGX (-12.60). PMBPX return over 5 years is better than : 53.18 vs. JAAGX (3.30).
JAAGXPMBPXJAAGX / PMBPX
Total Expense Ratio0.720.8486%
Annual Report Gross Expense Ratio0.720.8486%
Fund Existence32 years24 years-
Gain YTD-14.813-10.515141%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.67B28.5B6%
Annual Yield % from dividends0.730.019,088%
Returns for 1 year-12.60-4.70268%
Returns for 3 years-21.098.43-250%
Returns for 5 years3.3053.186%
Returns for 10 years10.5766.8416%
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