JGRTX
Price
$124.05
Change
+$2.34 (+1.92%)
Updated
Apr 24 closing price
Net Assets
21.28B
PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
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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$124.05
Change+$2.34 (+1.92%)
VolumeN/A
Net Assets21.28B
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
JGRTX vs PMBPX Comparison Chart
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JGRTX vs. PMBPX commentary
Apr 25, 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: 28.5B vs. JGRTX (21.3B). JGRTX pays higher dividends than PMBPX: JGRTX (0.75) vs PMBPX (0.01). JGRTX was incepted earlier than PMBPX: JGRTX (16 years) vs PMBPX (24 years). JGRTX (1.16) is less costly to investors than PMBPX (0.84). 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 : 5.76 vs. JGRTX (-4.00). PMBPX return over 5 years is better than : 65.80 vs. JGRTX (7.43).
JGRTXPMBPXJGRTX / PMBPX
Total Expense Ratio1.160.84138%
Annual Report Gross Expense Ratio1.160.84138%
Fund Existence16 years24 years-
Gain YTD-7.851-4.326181%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.3B28.5B75%
Annual Yield % from dividends0.750.019,285%
Returns for 1 year-4.005.76-70%
Returns for 3 years-8.6721.34-41%
Returns for 5 years7.4365.8011%
Returns for 10 years34.3478.7644%
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