Interact to see
Advertisement
Advertisement
JMGFX vs PMBMX
JMGFX vs PMBMX Comparison
Open Charts JMGFX vs PMBMX
JPMorgan Mid Cap Growth R5
Price$56.07
Change+$0.25 (+0.45%)
VolumeN/A
Net Assets12.7B
JMGFX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMGFX vs. PMBMX commentary
Aug 28, 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.9B vs. JMGFX (12.7B). PMBMX pays higher dividends than JMGFX: PMBMX (0.02) vs JMGFX (0.00). JMGFX was incepted earlier than PMBMX: JMGFX (14 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than JMGFX (0.79). JMGFX is a more actively managed with annual turnover of: 55.00 vs. PMBMX (10.50). JMGFX (0) and PMBMX (0) have matching initial minimum investment requirements. JMGFX annual gain was more profitable for investors over the last year : 9.80 vs. PMBMX (7.66). PMBMX return over 5 years is better than : 40.84 vs. JMGFX (13.94).
| JMGFX | PMBMX | JMGFX / PMBMX | |
| Total Expense Ratio | 0.74 | 1.14 | 65% |
| Annual Report Gross Expense Ratio | 0.79 | 1.14 | 69% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 9.130 | 7.271 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 32.9B | 39% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 9.80 | 7.66 | 128% |
| Returns for 3 years | 35.06 | 40.08 | 87% |
| Returns for 5 years | 13.94 | 40.84 | 34% |
| Returns for 10 years | 85.45 | 100.96 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers