JGRTX
Price
$139.23
Change
-$1.77 (-1.26%)
Updated
Sep 12 closing price
Net Assets
23.75B
PMBPX
Price
$46.71
Change
-$0.49 (-1.04%)
Updated
Sep 12 closing price
Net Assets
32.91B
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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$139.23
Change-$1.77 (-1.26%)
VolumeN/A
Net Assets23.75B
Principal MidCap R5
Price$46.71
Change-$0.49 (-1.04%)
VolumeN/A
Net Assets32.91B
JGRTX vs PMBPX Comparison Chart in %
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JGRTX vs. PMBPX commentary
Sep 15, 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 Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. JGRTX (23.7B). 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). PMBPX annual gain was more profitable for investors over the last year : 8.59 vs. JGRTX (2.65). PMBPX return over 5 years is better than : 50.64 vs. JGRTX (3.72).
JGRTXPMBPXJGRTX / PMBPX
Total Expense Ratio1.160.83140%
Annual Report Gross Expense Ratio1.160.83140%
Fund Existence16 years25 years-
Gain YTD5.4137.47872%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.7B32.9B72%
Annual Yield % from dividends0.680.019,138%
Returns for 1 year2.658.5931%
Returns for 3 years10.0445.3022%
Returns for 5 years3.7250.647%
Returns for 10 years61.69113.7954%
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