JGRTX
Price
$122.12
Change
-$6.45 (-5.02%)
Updated
Apr 3 closing price
Net Assets
22.61B
PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
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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$122.12
Change-$6.45 (-5.02%)
VolumeN/A
Net Assets22.61B
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
JGRTX vs PMBPX Comparison Chart
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JGRTX vs. PMBPX commentary
Apr 04, 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: 29.8B vs. JGRTX (22.6B). 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 : 7.50 vs. JGRTX (-1.51). PMBPX return over 5 years is better than : 103.21 vs. JGRTX (31.13).
JGRTXPMBPXJGRTX / PMBPX
Total Expense Ratio1.160.84138%
Annual Report Gross Expense Ratio1.160.84138%
Fund Existence16 years24 years-
Gain YTD-2.6571.035-257%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B29.8B76%
Annual Yield % from dividends0.750.019,285%
Returns for 1 year-1.517.50-20%
Returns for 3 years-8.0119.59-41%
Returns for 5 years31.13103.2130%
Returns for 10 years42.1589.2747%
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