JMGMX
Price
$57.76
Change
-$0.45 (-0.77%)
Updated
Oct 7 closing price
Net Assets
13.05B
PMBCX
Price
$36.50
Change
-$0.25 (-0.68%)
Updated
Oct 7 closing price
Net Assets
33.08B
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JMGMX vs PMBCX

Header iconJMGMX vs PMBCX Comparison
Open Charts JMGMX vs PMBCXBanner chart's image
JPMorgan Mid Cap Growth R6
Price$57.76
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets13.05B
Principal MidCap C
Price$36.50
Change-$0.25 (-0.68%)
VolumeN/A
Net Assets33.08B
JMGMX vs PMBCX Comparison Chart in %
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JMGMX vs. PMBCX commentary
Oct 08, 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 JMGMX is a StrongBuy and PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.1B vs. JMGMX (13.1B). JMGMX (0.00) and PMBCX (0.00) have matching dividends . JMGMX was incepted earlier than PMBCX: JMGMX (14 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than JMGMX (0.69). JMGMX is a more actively managed with annual turnover of: 55.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than JMGMX: PMBCX (1000) vs JMGMX (15000000). JMGMX annual gain was more profitable for investors over the last year : 11.32 vs. PMBCX (2.60). PMBCX return over 5 years is better than : 29.72 vs. JMGMX (14.20).
JMGMXPMBCXJMGMX / PMBCX
Total Expense Ratio0.651.7537%
Annual Report Gross Expense Ratio0.691.7539%
Fund Existence14 years19 years-
Gain YTD12.5484.701267%
Front LoadN/AN/A-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets13.1B33.1B40%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.322.60436%
Returns for 3 years52.9847.83111%
Returns for 5 years14.2029.7248%
Returns for 10 years98.9479.79124%
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