JGRTX
Price
$124.05
Change
+$2.34 (+1.92%)
Updated
Apr 24 closing price
Net Assets
21.28B
PMBJX
Price
$40.15
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
Ad is loading...

JGRTX vs PMBJX

Header iconJGRTX vs PMBJX Comparison
Open Charts JGRTX vs PMBJXBanner chart's image
Janus Henderson Enterprise S
Price$124.05
Change+$2.34 (+1.92%)
VolumeN/A
Net Assets21.28B
Principal MidCap J
Price$40.15
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
JGRTX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JGRTX vs. PMBJX commentary
Apr 25, 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 JGRTX is a Buy and PMBJX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.9B vs. JGRTX (21.3B). JGRTX pays higher dividends than PMBJX: JGRTX (0.75) vs PMBJX (0.06). JGRTX was incepted earlier than PMBJX: JGRTX (16 years) vs PMBJX (24 years). JGRTX (1.16) is less costly to investors than PMBJX (0.82). JGRTX is a more actively managed with annual turnover of: 15.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than JGRTX: PMBJX (1000) vs JGRTX (2500). PMBJX annual gain was more profitable for investors over the last year : 6.61 vs. JGRTX (-4.00). PMBJX return over 5 years is better than : 66.71 vs. JGRTX (7.43).
JGRTXPMBJXJGRTX / PMBJX
Total Expense Ratio1.160.82141%
Annual Report Gross Expense Ratio1.160.82141%
Fund Existence16 years24 years-
Gain YTD-7.851-3.038258%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets21.3B28.9B74%
Annual Yield % from dividends0.750.061,253%
Returns for 1 year-4.006.61-61%
Returns for 3 years-8.6721.27-41%
Returns for 5 years7.4366.7111%
Returns for 10 years34.3479.1143%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IWV310.866.37
+2.09%
iShares Russell 3000 ETF
MMD14.500.26
+1.83%
NYLI MacKay DefinedTerm Muni Opportunities Fund
MMCA21.070.08
+0.41%
NYLI MacKay California Muni Intmdt ETF
MSMR29.110.05
+0.16%
McElhenny Sheffield Managed Risk ETF
GSST50.450.04
+0.09%
Goldman Sachs Ultra Short Bond ETF