Interact to see
Advertisement
Advertisement
JMGFX vs PMBMX
JMGFX vs PMBMX Comparison
Open Charts JMGFX vs PMBMX
JPMorgan Mid Cap Growth R5
Price$55.88
Change+$0.17 (+0.31%)
VolumeN/A
Net Assets12.75B
JMGFX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMGFX vs. PMBMX commentary
Aug 07, 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 Hold and PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.4B vs. JMGFX (12.8B). 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 : 17.61 vs. PMBMX (12.45). PMBMX return over 5 years is better than : 42.71 vs. JMGFX (17.16).
| 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 | 8.915 | 5.655 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 32.4B | 40% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 17.61 | 12.45 | 141% |
| Returns for 3 years | 30.62 | 34.57 | 89% |
| Returns for 5 years | 17.16 | 42.71 | 40% |
| Returns for 10 years | 76.70 | 90.34 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| OVF | 27.40 | 0.21 | +0.76% |
| Overlay Shares Foreign Equity ETF | |||
| JUST | 89.67 | 0.55 | +0.62% |
| Goldman Sachs JUST US Large Cap Eq ETF | |||
| CPSF | 24.76 | N/A | N/A |
| Calamos S&P 500 Str Alt Prt ETF-Feb | |||
| FIXD | 43.97 | -0.03 | -0.07% |
| First Trust Smith Opportnstc Fxd Inc ETF | |||
| RMMZ | 14.16 | -0.04 | -0.28% |
| RiverNorth Managed Duration Municipal Income Fund II | |||