JGRTX
Price
$134.11
Change
+$0.93 (+0.70%)
Updated
Jun 6 closing price
Net Assets
21.08B
PMBPX
Price
$45.03
Change
+$0.30 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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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$134.11
Change+$0.93 (+0.70%)
VolumeN/A
Net Assets21.08B
Principal MidCap R5
Price$45.03
Change+$0.30 (+0.67%)
VolumeN/A
Net Assets30.93B
JGRTX vs PMBPX Comparison Chart
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JGRTX vs. PMBPX commentary
Jun 07, 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: 30.9B vs. JGRTX (21.1B). JGRTX pays higher dividends than PMBPX: JGRTX (0.72) 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 : 11.61 vs. JGRTX (3.42). PMBPX return over 5 years is better than : 46.09 vs. JGRTX (-0.30).
JGRTXPMBPXJGRTX / PMBPX
Total Expense Ratio1.160.83140%
Annual Report Gross Expense Ratio1.160.83140%
Fund Existence16 years25 years-
Gain YTD0.8332.92228%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.1B30.9B68%
Annual Yield % from dividends0.720.019,238%
Returns for 1 year3.4211.6129%
Returns for 3 years1.4234.384%
Returns for 5 years-0.3046.09-1%
Returns for 10 years47.4995.5750%
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