JGRTX
Price
$140.80
Change
+$0.64 (+0.46%)
Updated
Oct 24 closing price
Net Assets
23.61B
PMBPX
Price
$45.06
Change
+$0.03 (+0.07%)
Updated
Oct 24 closing price
Net Assets
32.32B
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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$140.80
Change+$0.64 (+0.46%)
VolumeN/A
Net Assets23.61B
Principal MidCap R5
Price$45.06
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.32B
JGRTX vs PMBPX Comparison Chart in %
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JGRTX vs. PMBPX commentary
Oct 27, 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: 32.3B vs. JGRTX (23.6B). JGRTX pays higher dividends than PMBPX: JGRTX (0.68) 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). JGRTX annual gain was more profitable for investors over the last year : 0.39 vs. PMBPX (0.10). PMBPX return over 5 years is better than : 38.74 vs. JGRTX (-1.84).
JGRTXPMBPXJGRTX / PMBPX
Total Expense Ratio1.160.83140%
Annual Report Gross Expense Ratio1.160.83140%
Fund Existence16 years25 years-
Gain YTD6.6023.682179%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.6B32.3B73%
Annual Yield % from dividends0.680.019,003%
Returns for 1 year0.390.10405%
Returns for 3 years15.3248.4832%
Returns for 5 years-1.8438.74-5%
Returns for 10 years62.76104.6660%
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