JMGFX
Price
$46.85
Change
+$1.36 (+2.99%)
Updated
Apr 24 closing price
Net Assets
10.42B
PMBJX
Price
$40.15
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
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JMGFX vs PMBJX

Header iconJMGFX vs PMBJX Comparison
Open Charts JMGFX vs PMBJXBanner chart's image
JPMorgan Mid Cap Growth R5
Price$46.85
Change+$1.36 (+2.99%)
VolumeN/A
Net Assets10.42B
Principal MidCap J
Price$40.15
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
JMGFX vs PMBJX Comparison Chart
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JMGFX vs. PMBJX 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 JMGFX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.9B vs. JMGFX (10.4B). PMBJX pays higher dividends than JMGFX: PMBJX (0.06) vs JMGFX (0.00). JMGFX was incepted earlier than PMBJX: JMGFX (13 years) vs PMBJX (24 years). PMBJX (0.82) and JMGFX (0.79) have similar cost to investors . JMGFX is a more actively managed with annual turnover of: 55.00 vs. PMBJX (10.50). JMGFX has a lower initial minimum investment than PMBJX: JMGFX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 6.61 vs. JMGFX (-9.31). PMBJX return over 5 years is better than : 66.71 vs. JMGFX (21.30).
JMGFXPMBJXJMGFX / PMBJX
Total Expense Ratio0.740.8290%
Annual Report Gross Expense Ratio0.790.8296%
Fund Existence13 years24 years-
Gain YTD-11.065-3.038364%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets10.4B28.9B36%
Annual Yield % from dividends0.000.06-
Returns for 1 year-9.316.61-141%
Returns for 3 years3.1121.2715%
Returns for 5 years21.3066.7132%
Returns for 10 years48.7679.1162%
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