JSMTX
Price
$16.96
Change
+$0.46 (+2.79%)
Updated
Apr 24 closing price
Net Assets
125.82M
PMBMX
Price
$40.14
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
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JSMTX vs PMBMX

Header iconJSMTX vs PMBMX Comparison
Open Charts JSMTX vs PMBMXBanner chart's image
Jackson Square SMID-Cap Growth Instl
Price$16.96
Change+$0.46 (+2.79%)
VolumeN/A
Net Assets125.82M
Principal MidCap R3
Price$40.14
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
JSMTX vs PMBMX Comparison Chart
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JSMTX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.9B 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 (1.15) is less costly to investors than JSMTX (0.96). 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 : 6.20 vs. JSMTX (-7.25). PMBMX return over 5 years is better than : 63.91 vs. JSMTX (-23.65).
JSMTXPMBMXJSMTX / PMBMX
Total Expense Ratio0.971.1584%
Annual Report Gross Expense Ratio0.961.1583%
Fund Existence9 years24 years-
Gain YTD-11.243-3.158356%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets126M28.9B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year-7.256.20-117%
Returns for 3 years-14.6019.98-73%
Returns for 5 years-23.6563.91-37%
Returns for 10 yearsN/A73.93-
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