JMGZX
Price
$48.35
Change
-$0.09 (-0.19%)
Updated
Oct 17 closing price
Net Assets
12.88B
PMBCX
Price
$35.64
Change
+$0.17 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
Interact to see
Advertisement

JMGZX vs PMBCX

Header iconJMGZX vs PMBCX Comparison
Open Charts JMGZX vs PMBCXBanner chart's image
JPMorgan Mid Cap Growth R2
Price$48.35
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets12.88B
Principal MidCap C
Price$35.64
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets31.76B
JMGZX vs PMBCX Comparison Chart in %
View a ticker or compare two or three
VS
JMGZX vs. PMBCX commentary
Oct 18, 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 JMGZX is a Hold and PMBCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.8B vs. JMGZX (12.9B). JMGZX (0.00) and PMBCX (0.00) have matching dividends . JMGZX was incepted earlier than PMBCX: JMGZX (16 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than JMGZX (1.50). JMGZX is a more actively managed with annual turnover of: 67.00 vs. PMBCX (10.50). JMGZX has a lower initial minimum investment than PMBCX: JMGZX (0) vs PMBCX (1000). JMGZX annual gain was more profitable for investors over the last year : 4.96 vs. PMBCX (-4.91). PMBCX return over 5 years is better than : 25.11 vs. JMGZX (3.39).
JMGZXPMBCXJMGZX / PMBCX
Total Expense Ratio1.401.7580%
Annual Report Gross Expense Ratio1.501.7586%
Fund Existence16 years19 years-
Gain YTD10.6951.0541,015%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.9B31.8B41%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.96-4.91-101%
Returns for 3 years46.5741.88111%
Returns for 5 years3.3925.1114%
Returns for 10 years73.0673.11100%
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 %
TBLD20.200.04
+0.20%
Thornburg Income Builder Opportunities Trust
BDCX22.86N/A
N/A
ETRACS Qrtly Py 1.5X Lvgd Wls Fg BDC ETN
HFGO27.00N/A
N/A
Hartford Large Cap Growth ETF
IWN176.53-0.30
-0.17%
iShares Russell 2000 Value ETF
FEMR31.62-0.05
-0.17%
Fidelity Enhanced Emerging Markets ETF