Interact to see
Advertisement
Advertisement
JMGQX vs PMBCX
JMGQX vs PMBCX Comparison
Open Charts JMGQX vs PMBCX
JPMorgan Mid Cap Growth R4
Price$52.56
Change+$0.49 (+0.94%)
VolumeN/A
Net Assets12.36B
JMGQX vs PMBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMGQX vs. PMBCX commentary
Jun 27, 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.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.9B vs. JMGQX (12.4B). 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 : 10.08 vs. JMGQX (5.98). PMBCX return over 5 years is better than : 47.71 vs. JMGQX (24.02).
| JMGQX | PMBCX | JMGQX / PMBCX | |
| Total Expense Ratio | 0.90 | 1.75 | 51% |
| Annual Report Gross Expense Ratio | 0.95 | 1.75 | 54% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 5.128 | 3.020 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 30.9B | 40% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.98 | 10.08 | 59% |
| Returns for 3 years | 36.52 | 39.29 | 93% |
| Returns for 5 years | 24.02 | 47.71 | 50% |
| Returns for 10 years | N/A | 71.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement