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JDMAX vs PGWIX
JDMAX vs PGWIX Comparison
Open Charts JDMAX vs PGWIX
Janus Henderson Enterprise A
Price$138.26
Change-$1.74 (-1.24%)
VolumeN/A
Net Assets23.75B
Principal MidCap Growth Inst
Price$9.70
Change-$0.04 (-0.41%)
VolumeN/A
Net Assets184.65M
JDMAX vs PGWIX Comparison Chart in %
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JDMAX vs. PGWIX commentary
Sep 26, 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 JDMAX is a Hold and PGWIX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.7B vs. PGWIX (185M). JDMAX pays higher dividends than PGWIX: JDMAX (0.75) vs PGWIX (0.00). JDMAX was incepted earlier than PGWIX: JDMAX (16 years) vs PGWIX (25 years). JDMAX (1.14) is less costly to investors than PGWIX (0.78). PGWIX is a more actively managed with annual turnover of: 149.50 vs. JDMAX (15.00). PGWIX has a lower initial minimum investment than JDMAX: PGWIX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : -0.21 vs. PGWIX (-8.49). JDMAX return over 5 years is better than : 3.90 vs. PGWIX (-8.92).
| JDMAX | PGWIX | JDMAX / PGWIX | |
| Total Expense Ratio | 1.14 | 0.75 | 152% |
| Annual Report Gross Expense Ratio | 1.14 | 0.78 | 146% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 4.790 | -17.094 | -28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 185M | 12,811% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | -0.21 | -8.49 | 2% |
| Returns for 3 years | 20.43 | 18.44 | 111% |
| Returns for 5 years | 3.90 | -8.92 | -44% |
| Returns for 10 years | 71.78 | 42.09 | 171% |
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