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JSMTX vs PMBJX
JSMTX vs PMBJX Comparison
Open Charts JSMTX vs PMBJX
Jackson Square SMID-Cap Growth Instl
Price$17.36
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets126.46M
JSMTX vs PMBJX Comparison Chart
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JSMTX vs. PMBJX commentary
May 24, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.5B 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 (1.01) is less costly to investors than PMBJX (0.78). 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 : 9.18 vs. JSMTX (-5.38). PMBJX return over 5 years is better than : 61.61 vs. JSMTX (-32.95).
| JSMTX | PMBJX | JSMTX / PMBJX | |
| Total Expense Ratio | 0.98 | 0.78 | 126% |
| Annual Report Gross Expense Ratio | 1.01 | 0.78 | 129% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -6.294 | 1.789 | -352% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 30.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -5.38 | 9.18 | -59% |
| Returns for 3 years | 5.58 | 41.38 | 13% |
| Returns for 5 years | -32.95 | 61.61 | -53% |
| Returns for 10 years | N/A | 87.86 | - |
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