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JSMTX vs PMBMX
JSMTX vs PMBMX Comparison
Open Charts JSMTX vs PMBMX
Jackson Square SMID-Cap Growth Instl
Price$17.36
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets126.46M
JSMTX vs PMBMX Comparison Chart
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JSMTX vs. PMBMX 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 PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.5B vs. JSMTX (126M). PMBMX pays higher dividends than JSMTX: PMBMX (0.02) vs JSMTX (0.00). JSMTX was incepted earlier than PMBMX: JSMTX (9 years) vs PMBMX (24 years). PMBMX (1.14) is less costly to investors than JSMTX (1.01). JSMTX is a more actively managed with annual turnover of: 48.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than JSMTX: PMBMX (0) vs JSMTX (100000). PMBMX annual gain was more profitable for investors over the last year : 8.77 vs. JSMTX (-5.38). PMBMX return over 5 years is better than : 58.87 vs. JSMTX (-32.95).
| JSMTX | PMBMX | JSMTX / PMBMX | |
| Total Expense Ratio | 0.98 | 1.14 | 86% |
| Annual Report Gross Expense Ratio | 1.01 | 1.14 | 89% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -6.294 | 1.640 | -384% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 30.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -5.38 | 8.77 | -61% |
| Returns for 3 years | 5.58 | 39.88 | 14% |
| Returns for 5 years | -32.95 | 58.87 | -56% |
| Returns for 10 years | N/A | 82.47 | - |
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