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JSMTX vs PEMGX
JSMTX vs PEMGX Comparison
Open Charts JSMTX vs PEMGX
Jackson Square SMID-Cap Growth Instl
Price$16.42
Change+$0.35 (+2.18%)
VolumeN/A
Net Assets123.56M
JSMTX vs PEMGX Comparison Chart
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JSMTX vs. PEMGX commentary
Apr 12, 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 JSMTX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 27.7B vs. JSMTX (124M). JSMTX (0.00) and PEMGX (0.00) have matching dividends . JSMTX was incepted earlier than PEMGX: JSMTX (9 years) vs PEMGX (20 years). JSMTX (0.96) and PEMGX (0.95) have similar cost to investors . JSMTX is a more actively managed with annual turnover of: 48.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than JSMTX: PEMGX (1000) vs JSMTX (100000). PEMGX annual gain was more profitable for investors over the last year : 1.47 vs. JSMTX (-13.46). PEMGX return over 5 years is better than : 59.35 vs. JSMTX (-21.34).
| JSMTX | PEMGX | JSMTX / PEMGX | |
| Total Expense Ratio | 0.97 | 0.95 | 102% |
| Annual Report Gross Expense Ratio | 0.96 | 0.95 | 101% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | -13.556 | -6.194 | 219% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 27.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.46 | 1.47 | -915% |
| Returns for 3 years | -20.60 | 15.68 | -131% |
| Returns for 5 years | -21.34 | 59.35 | -36% |
| Returns for 10 years | N/A | 72.59 | - |
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