JSMTX
Price
$16.96
Change
+$0.46 (+2.79%)
Updated
Apr 24 closing price
Net Assets
125.82M
PMBJX
Price
$40.15
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
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JSMTX vs PMBJX

Header iconJSMTX vs PMBJX Comparison
Open Charts JSMTX vs PMBJXBanner chart's image
Jackson Square SMID-Cap Growth Instl
Price$16.96
Change+$0.46 (+2.79%)
VolumeN/A
Net Assets125.82M
Principal MidCap J
Price$40.15
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
JSMTX vs PMBJX Comparison Chart
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JSMTX vs. PMBJX commentary
Apr 26, 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.9B vs. JSMTX (126M). PMBJX pays higher dividends than JSMTX: PMBJX (0.06) vs JSMTX (0.00). JSMTX was incepted earlier than PMBJX: JSMTX (9 years) vs PMBJX (24 years). JSMTX (0.96) is less costly to investors than PMBJX (0.82). JSMTX is a more actively managed with annual turnover of: 48.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than JSMTX: PMBJX (1000) vs JSMTX (100000). PMBJX annual gain was more profitable for investors over the last year : 6.61 vs. JSMTX (-7.25). PMBJX return over 5 years is better than : 66.71 vs. JSMTX (-23.65).
JSMTXPMBJXJSMTX / PMBJX
Total Expense Ratio0.970.82118%
Annual Report Gross Expense Ratio0.960.82117%
Fund Existence9 years24 years-
Gain YTD-11.243-3.038370%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets126M28.9B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.256.61-110%
Returns for 3 years-14.6021.27-69%
Returns for 5 years-23.6566.71-35%
Returns for 10 yearsN/A79.11-
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