JMGQX
Price
$47.96
Change
+$0.71 (+1.50%)
Updated
May 8 closing price
Net Assets
11.21B
PMBJX
Price
$41.58
Change
+$0.34 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
Ad is loading...

JMGQX vs PMBJX

Header iconJMGQX vs PMBJX Comparison
Open Charts JMGQX vs PMBJXBanner chart's image
JPMorgan Mid Cap Growth R4
Price$47.96
Change+$0.71 (+1.50%)
VolumeN/A
Net Assets11.21B
Principal MidCap J
Price$41.58
Change+$0.34 (+0.82%)
VolumeN/A
Net Assets30.17B
JMGQX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JMGQX vs. PMBJX commentary
May 09, 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 PMBJX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.2B vs. JMGQX (11.2B). PMBJX pays higher dividends than JMGQX: PMBJX (0.06) vs JMGQX (0.00). JMGQX was incepted earlier than PMBJX: JMGQX (9 years) vs PMBJX (24 years). JMGQX (0.95) is less costly to investors than PMBJX (0.78). JMGQX is a more actively managed with annual turnover of: 55.00 vs. PMBJX (10.50). JMGQX has a lower initial minimum investment than PMBJX: JMGQX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 8.85 vs. JMGQX (-3.31). PMBJX return over 5 years is better than : 63.43 vs. JMGQX (20.95).
JMGQXPMBJXJMGQX / PMBJX
Total Expense Ratio0.900.78115%
Annual Report Gross Expense Ratio0.950.78122%
Fund Existence9 years24 years-
Gain YTD-4.6031.054-437%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.2B30.2B37%
Annual Yield % from dividends0.000.06-
Returns for 1 year-3.318.85-37%
Returns for 3 years28.0840.8869%
Returns for 5 years20.9563.4333%
Returns for 10 yearsN/A87.34-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CGFAX71.380.53
+0.75%
American Funds Growth Fund of Amer 529A
HADUX69.640.30
+0.43%
Horizon Equity Premium Income Advisor
AABFX13.76N/A
N/A
Thrivent Dynamic Allocation A
CDHIX32.74N/A
N/A
Calvert International Responsible Idx I
FUMIX17.22N/A
N/A
Fidelity SAI US Momentum Index