JMGQX
Price
$50.97
Change
-$0.18 (-0.35%)
Updated
Jun 5 closing price
Net Assets
12.13B
PMBCX
Price
$35.99
Change
+$0.01 (+0.03%)
Updated
Jun 5 closing price
Net Assets
30.91B
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JMGQX vs PMBCX

Header iconJMGQX vs PMBCX Comparison
Open Charts JMGQX vs PMBCXBanner chart's image
JPMorgan Mid Cap Growth R4
Price$50.97
Change-$0.18 (-0.35%)
VolumeN/A
Net Assets12.13B
Principal MidCap C
Price$35.99
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets30.91B
JMGQX vs PMBCX Comparison Chart
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JMGQX vs. PMBCX commentary
Jun 06, 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 JMGQX is a Buy and PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.9B vs. JMGQX (12.1B). JMGQX (0.00) and PMBCX (0.00) have matching dividends . JMGQX was incepted earlier than PMBCX: JMGQX (9 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than JMGQX (0.95). JMGQX is a more actively managed with annual turnover of: 55.00 vs. PMBCX (10.50). JMGQX has a lower initial minimum investment than PMBCX: JMGQX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : 8.80 vs. JMGQX (5.14). PMBCX return over 5 years is better than : 35.06 vs. JMGQX (18.83).
JMGQXPMBCXJMGQX / PMBCX
Total Expense Ratio0.901.7551%
Annual Report Gross Expense Ratio0.951.7554%
Fund Existence9 years18 years-
Gain YTD3.2712.507130%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.1B30.9B39%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.148.8058%
Returns for 3 years28.3229.2897%
Returns for 5 years18.8335.0654%
Returns for 10 yearsN/A67.97-
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