JMGMX
Price
$55.31
Change
+$0.41 (+0.75%)
Updated
Jul 2 closing price
Net Assets
12.46B
PMBMX
Price
$43.20
Change
-$0.05 (-0.12%)
Updated
Jul 2 closing price
Net Assets
31.77B
Interact to see
Advertisement

JMGMX vs PMBMX

Header iconJMGMX vs PMBMX Comparison
Open Charts JMGMX vs PMBMXBanner chart's image
JPMorgan Mid Cap Growth R6
Price$55.31
Change+$0.41 (+0.75%)
VolumeN/A
Net Assets12.46B
Principal MidCap R3
Price$43.20
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets31.77B
JMGMX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JMGMX vs. PMBMX commentary
Jul 03, 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 PMBMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.8B vs. JMGMX (12.5B). PMBMX pays higher dividends than JMGMX: PMBMX (0.02) vs JMGMX (0.00). JMGMX was incepted earlier than PMBMX: JMGMX (14 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than JMGMX (0.69). JMGMX is a more actively managed with annual turnover of: 55.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than JMGMX: PMBMX (0) vs JMGMX (15000000). PMBMX annual gain was more profitable for investors over the last year : 13.93 vs. JMGMX (7.46). PMBMX return over 5 years is better than : 54.28 vs. JMGMX (23.40).
JMGMXPMBMXJMGMX / PMBMX
Total Expense Ratio0.651.1457%
Annual Report Gross Expense Ratio0.691.1461%
Fund Existence14 years25 years-
Gain YTD6.1485.875105%
Front LoadN/AN/A-
Min. Initial Investment150000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.5B31.8B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year7.4613.9354%
Returns for 3 years43.4948.8189%
Returns for 5 years23.4054.2843%
Returns for 10 years74.4192.5280%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FBCG48.110.36
+0.75%
Fidelity Blue Chip Growth ETF
FFOG43.370.28
+0.65%
Franklin Focused Growth ETF
SDVD21.000.13
+0.62%
FT Vest SMID Ris Div Ach Trg IncETF
LFAR151.160.83
+0.55%
LifeX 2057 Longevity Income ETF
NUSA23.25N/A
N/A
Nuveen ESG 1-5 Year US Aggt Bd ETF