JGRTX
Price
$119.52
Change
+$0.72 (+0.61%)
Updated
Apr 17 closing price
Net Assets
21.28B
PMBMX
Price
$38.99
Change
+$0.14 (+0.36%)
Updated
Apr 17 closing price
Net Assets
28.23B
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JGRTX vs PMBMX

Header iconJGRTX vs PMBMX Comparison
Open Charts JGRTX vs PMBMXBanner chart's image
Janus Henderson Enterprise S
Price$119.52
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets21.28B
Principal MidCap R3
Price$38.99
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets28.23B
JGRTX vs PMBMX Comparison Chart
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JGRTX vs. PMBMX commentary
Apr 18, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.2B vs. JGRTX (21.3B). JGRTX pays higher dividends than PMBMX: JGRTX (0.75) vs PMBMX (0.02). JGRTX was incepted earlier than PMBMX: JGRTX (16 years) vs PMBMX (24 years). JGRTX (1.16) and PMBMX (1.15) have similar cost to investors . JGRTX is a more actively managed with annual turnover of: 15.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than JGRTX: PMBMX (0) vs JGRTX (2500). PMBMX annual gain was more profitable for investors over the last year : 7.29 vs. JGRTX (-5.63). PMBMX return over 5 years is better than : 59.23 vs. JGRTX (3.89).
JGRTXPMBMXJGRTX / PMBMX
Total Expense Ratio1.161.15101%
Annual Report Gross Expense Ratio1.161.15101%
Fund Existence16 years24 years-
Gain YTD-10.055-3.550283%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.3B28.2B76%
Annual Yield % from dividends0.750.023,311%
Returns for 1 year-5.637.29-77%
Returns for 3 years-12.5317.46-72%
Returns for 5 years3.8959.237%
Returns for 10 years32.0073.7643%
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