JGRTX
Price
$136.01
Change
-$0.60 (-0.44%)
Updated
Aug 8 closing price
Net Assets
23.41B
PMBPX
Price
$45.72
Change
+$0.01 (+0.02%)
Updated
Aug 8 closing price
Net Assets
32.21B
Interact to see
Advertisement

JGRTX vs PMBPX

Header iconJGRTX vs PMBPX Comparison
Open Charts JGRTX vs PMBPXBanner chart's image
Janus Henderson Enterprise S
Price$136.01
Change-$0.60 (-0.44%)
VolumeN/A
Net Assets23.41B
Principal MidCap R5
Price$45.72
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets32.21B
JGRTX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JGRTX vs. PMBPX commentary
Aug 09, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.2B vs. JGRTX (23.4B). JGRTX pays higher dividends than PMBPX: JGRTX (0.69) 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 : 11.39 vs. JGRTX (3.36). PMBPX return over 5 years is better than : 45.35 vs. JGRTX (-0.94).
JGRTXPMBPXJGRTX / PMBPX
Total Expense Ratio1.160.83140%
Annual Report Gross Expense Ratio1.160.83140%
Fund Existence16 years25 years-
Gain YTD2.9755.17757%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.4B32.2B73%
Annual Yield % from dividends0.690.019,162%
Returns for 1 year3.3611.3930%
Returns for 3 years3.9136.0911%
Returns for 5 years-0.9445.35-2%
Returns for 10 years52.1397.5353%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GAMR91.631.11
+1.23%
Amplify Video Game Leaders ETF
BSMT22.88-0.01
-0.03%
Invesco BulletShares 2029 Muncpl Bd ETF
XLU86.18-0.37
-0.43%
The Utilities Select Sector SPDR® ETF
UTES81.38-0.40
-0.49%
Virtus Reaves Utilities ETF
GRW32.65-0.30
-0.90%
TCW Compounders ETF