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JSMTX vs PMBMX
JSMTX vs PMBMX Comparison
Open Charts JSMTX vs PMBMX
Jackson Square SMID-Cap Growth Instl
Price$18.30
Change-$0.19 (-1.03%)
VolumeN/A
Net Assets100.45M
JSMTX vs PMBMX Comparison Chart in %
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JSMTX vs. PMBMX commentary
Jul 13, 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 StrongBuy and PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32B vs. JSMTX (100M). PMBMX pays higher dividends than JSMTX: PMBMX (0.02) vs JSMTX (0.00). JSMTX was incepted earlier than PMBMX: JSMTX (9 years) vs PMBMX (25 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 : 11.20 vs. JSMTX (0.22). PMBMX return over 5 years is better than : 52.58 vs. JSMTX (-36.33).
| 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 | 25 years | - |
| Gain YTD | -1.560 | 5.459 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 32B | 0% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 0.22 | 11.20 | 2% |
| Returns for 3 years | 12.06 | 49.00 | 25% |
| Returns for 5 years | -36.33 | 52.58 | -69% |
| Returns for 10 years | N/A | 89.16 | - |