JSMTX
Price
$17.47
Change
-$0.31 (-1.74%)
Updated
Feb 27 closing price
Net Assets
162.16M
PMBPX
Price
$44.47
Change
-$0.03 (-0.07%)
Updated
Feb 27 closing price
Net Assets
29.74B
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JSMTX vs PMBPX

Header iconJSMTX vs PMBPX Comparison
Open Charts JSMTX vs PMBPXBanner chart's image
Jackson Square SMID-Cap Growth Instl
Price$17.47
Change-$0.31 (-1.74%)
VolumeN/A
Net Assets162.16M
Principal MidCap R5
Price$44.47
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets29.74B
JSMTX vs PMBPX Comparison Chart
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JSMTX vs. PMBPX commentary
Feb 28, 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 Hold and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.7B vs. JSMTX (162M). JSMTX (0.00) and PMBPX (0.00) have matching dividends . JSMTX was incepted earlier than PMBPX: JSMTX (8 years) vs PMBPX (24 years). JSMTX is a more actively managed with annual turnover of: 49.00 vs. PMBPX (10.10). PMBPX has a lower initial minimum investment than JSMTX: PMBPX (0) vs JSMTX (100000). PMBPX annual gain was more profitable for investors over the last year : 12.21 vs. JSMTX (-3.68). PMBPX return over 5 years is better than : 52.15 vs. JSMTX (-23.06).
JSMTXPMBPXJSMTX / PMBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years24 years-
Gain YTD-4.3572.393-182%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets162M29.7B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.6812.21-30%
Returns for 3 years-16.3726.11-63%
Returns for 5 years-23.0652.15-44%
Returns for 10 yearsN/A91.89-
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