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JMGMX vs PMBJX
JMGMX vs PMBJX Comparison
Open Charts JMGMX vs PMBJX
JPMorgan Mid Cap Growth R6
Price$51.57
Change+$0.09 (+0.17%)
VolumeN/A
Net Assets11.67B
JMGMX vs PMBJX Comparison Chart
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JMGMX vs. PMBJX 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 PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.5B vs. JMGMX (11.7B). PMBJX pays higher dividends than JMGMX: PMBJX (0.06) vs JMGMX (0.00). JMGMX was incepted earlier than PMBJX: JMGMX (14 years) vs PMBJX (24 years). PMBJX (0.78) is less costly to investors than JMGMX (0.69). JMGMX is a more actively managed with annual turnover of: 55.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than JMGMX: PMBJX (1000) vs JMGMX (15000000). PMBJX annual gain was more profitable for investors over the last year : 7.81 vs. JMGMX (-0.69). PMBJX return over 5 years is better than : 61.76 vs. JMGMX (24.82).
| JMGMX | PMBJX | JMGMX / PMBJX | |
| Total Expense Ratio | 0.65 | 0.78 | 83% |
| Annual Report Gross Expense Ratio | 0.69 | 0.78 | 88% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -0.464 | 1.887 | -25% |
| 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 | 0.06 | - |
| Returns for 1 year | -0.69 | 7.81 | -9% |
| Returns for 3 years | 30.89 | 40.61 | 76% |
| Returns for 5 years | 24.82 | 61.76 | 40% |
| Returns for 10 years | 64.70 | 86.28 | 75% |
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