JGRTX
Price
$137.98
Change
+$0.91 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.23B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
31.76B
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JGRTX vs PMBPX

Header iconJGRTX vs PMBPX Comparison
Open Charts JGRTX vs PMBPXBanner chart's image
Janus Henderson Enterprise S
Price$137.98
Change+$0.91 (+0.66%)
VolumeN/A
Net Assets22.23B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets31.76B
JGRTX vs PMBPX Comparison Chart in %
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JGRTX vs. PMBPX commentary
Jul 04, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. JGRTX (22.2B). JGRTX pays higher dividends than PMBPX: JGRTX (0.70) vs PMBPX (0.01). JGRTX was incepted earlier than PMBPX: JGRTX (16 years) vs PMBPX (25 years). JGRTX (1.16) is less costly to investors than PMBPX (0.83). JGRTX is a more actively managed with annual turnover of: 15.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than JGRTX: PMBPX (0) vs JGRTX (2500). PMBPX annual gain was more profitable for investors over the last year : 14.22 vs. JGRTX (6.36). PMBPX return over 5 years is better than : 57.95 vs. JGRTX (7.72).
JGRTXPMBPXJGRTX / PMBPX
Total Expense Ratio1.160.83140%
Annual Report Gross Expense Ratio1.160.83140%
Fund Existence16 years25 years-
Gain YTD3.7785.93664%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.2B31.8B70%
Annual Yield % from dividends0.700.019,195%
Returns for 1 year6.3614.2245%
Returns for 3 years14.3350.8128%
Returns for 5 years7.7257.9513%
Returns for 10 years53.52102.3552%
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