DCGTX
Price
$18.16
Change
+$0.05 (+0.28%)
Updated
Jul 16 closing price
Net Assets
98.75M
PMBJX
Price
$43.11
Change
+$0.35 (+0.82%)
Updated
Jul 16 closing price
Net Assets
31.8B
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DCGTX vs PMBJX

Header iconDCGTX vs PMBJX Comparison
Open Charts DCGTX vs PMBJXBanner chart's image
Jackson Square SMID-Cap Growth IS
Price$18.16
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets98.75M
Principal MidCap J
Price$43.11
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets31.8B
DCGTX vs PMBJX Comparison Chart in %
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DCGTX vs. PMBJX commentary
Jul 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 DCGTX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. DCGTX (98.7M). PMBJX pays higher dividends than DCGTX: PMBJX (0.06) vs DCGTX (0.00). DCGTX was incepted earlier than PMBJX: DCGTX (22 years) vs PMBJX (24 years). DCGTX (0.91) is less costly to investors than PMBJX (0.78). DCGTX is a more actively managed with annual turnover of: 48.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than DCGTX: PMBJX (1000) vs DCGTX (1000000). PMBJX annual gain was more profitable for investors over the last year : 7.50 vs. DCGTX (-5.63). PMBJX return over 5 years is better than : 49.92 vs. DCGTX (-37.53).
DCGTXPMBJXDCGTX / PMBJX
Total Expense Ratio0.880.78113%
Annual Report Gross Expense Ratio0.910.78117%
Fund Existence22 years24 years-
Gain YTD-3.0514.778-64%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets98.7M31.8B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year-5.637.50-75%
Returns for 3 years11.1747.9523%
Returns for 5 years-37.5349.92-75%
Returns for 10 years-5.0193.03-5%
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