Interact to see
Advertisement
Advertisement
JMGMX vs PMBCX
JMGMX vs PMBCX Comparison
Open Charts JMGMX vs PMBCX
JPMorgan Mid Cap Growth R6
Price$51.57
Change+$0.09 (+0.17%)
VolumeN/A
Net Assets11.67B
JMGMX vs PMBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMGMX vs. PMBCX commentary
May 24, 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 Buy and PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.5B vs. JMGMX (11.7B). JMGMX (0.00) and PMBCX (0.00) have matching dividends . JMGMX was incepted earlier than PMBCX: JMGMX (14 years) vs PMBCX (18 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). PMBCX annual gain was more profitable for investors over the last year : 6.26 vs. JMGMX (-0.69). PMBCX return over 5 years is better than : 50.72 vs. JMGMX (24.82).
| JMGMX | PMBCX | JMGMX / PMBCX | |
| Total Expense Ratio | 0.65 | 1.75 | 37% |
| Annual Report Gross Expense Ratio | 0.69 | 1.75 | 39% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | -0.464 | 1.510 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 30.5B | 38% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.69 | 6.26 | -11% |
| Returns for 3 years | 30.89 | 34.81 | 89% |
| Returns for 5 years | 24.82 | 50.72 | 49% |
| Returns for 10 years | 64.70 | 63.22 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers