JMGQX
Price
$47.55
Change
+$1.12 (+2.41%)
Updated
May 2 closing price
Net Assets
11.29B
PMBCX
Price
$35.43
Change
+$0.65 (+1.87%)
Updated
May 2 closing price
Net Assets
30.2B
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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$47.55
Change+$1.12 (+2.41%)
VolumeN/A
Net Assets11.29B
Principal MidCap C
Price$35.43
Change+$0.65 (+1.87%)
VolumeN/A
Net Assets30.2B
JMGQX vs PMBCX Comparison Chart
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JMGQX vs. PMBCX commentary
May 04, 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: 30.2B vs. JMGQX (11.3B). 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 : 8.15 vs. JMGQX (-3.87). PMBCX return over 5 years is better than : 56.60 vs. JMGQX (26.77).
JMGQXPMBCXJMGQX / PMBCX
Total Expense Ratio0.901.7551%
Annual Report Gross Expense Ratio0.951.7554%
Fund Existence9 years18 years-
Gain YTD-6.259-0.912687%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.3B30.2B37%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.878.15-48%
Returns for 3 years12.5824.1352%
Returns for 5 years26.7756.6047%
Returns for 10 yearsN/A62.52-
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