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JSMTX vs PMBPX
JSMTX vs PMBPX Comparison
Open Charts JSMTX vs PMBPX
Jackson Square SMID-Cap Growth Instl
Price$16.96
Change+$0.46 (+2.79%)
VolumeN/A
Net Assets125.82M
JSMTX vs PMBPX Comparison Chart
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JSMTX vs. PMBPX commentary
Apr 25, 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. JSMTX (126M). PMBPX pays higher dividends than JSMTX: PMBPX (0.01) vs JSMTX (0.00). JSMTX was incepted earlier than PMBPX: JSMTX (9 years) vs PMBPX (24 years). JSMTX (0.96) is less costly to investors than PMBPX (0.84). JSMTX is a more actively managed with annual turnover of: 48.00 vs. PMBPX (10.50). 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 : 6.75 vs. JSMTX (-7.25). PMBPX return over 5 years is better than : 68.04 vs. JSMTX (-23.65).
| JSMTX | PMBPX | JSMTX / PMBPX | |
| Total Expense Ratio | 0.97 | 0.84 | 115% |
| Annual Report Gross Expense Ratio | 0.96 | 0.84 | 114% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -11.243 | -3.037 | 370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 28.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -7.25 | 6.75 | -107% |
| Returns for 3 years | -14.60 | 21.73 | -67% |
| Returns for 5 years | -23.65 | 68.04 | -35% |
| Returns for 10 years | N/A | 82.65 | - |
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