JGRTX
Price
$140.10
Change
+$1.02 (+0.73%)
Updated
Oct 3 closing price
Net Assets
23.75B
PMBMX
Price
$43.08
Change
+$0.31 (+0.72%)
Updated
Oct 3 closing price
Net Assets
33.17B
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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$140.10
Change+$1.02 (+0.73%)
VolumeN/A
Net Assets23.75B
Principal MidCap R3
Price$43.08
Change+$0.31 (+0.72%)
VolumeN/A
Net Assets33.17B
JGRTX vs PMBMX Comparison Chart in %
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JGRTX vs. PMBMX commentary
Oct 06, 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: 33.2B vs. JGRTX (23.7B). JGRTX pays higher dividends than PMBMX: JGRTX (0.68) vs PMBMX (0.02). JGRTX was incepted earlier than PMBMX: JGRTX (16 years) vs PMBMX (25 years). JGRTX (1.16) and PMBMX (1.14) 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 : 3.33 vs. JGRTX (1.01). PMBMX return over 5 years is better than : 41.93 vs. JGRTX (2.18).
JGRTXPMBMXJGRTX / PMBMX
Total Expense Ratio1.161.14102%
Annual Report Gross Expense Ratio1.161.14102%
Fund Existence16 years25 years-
Gain YTD6.0725.459111%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.7B33.2B71%
Annual Yield % from dividends0.680.023,206%
Returns for 1 year1.013.3330%
Returns for 3 years14.5946.4631%
Returns for 5 years2.1841.935%
Returns for 10 years65.62104.2263%
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