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JSMTX vs PMBPX
JSMTX vs PMBPX Comparison
Open Charts JSMTX vs PMBPX
Jackson Square SMID-Cap Growth Instl
Price$17.36
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets126.46M
JSMTX vs PMBPX Comparison Chart
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JSMTX vs. PMBPX 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B 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 (1.01) is less costly to investors than PMBPX (0.83). 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 : 9.33 vs. JSMTX (-5.38). PMBPX return over 5 years is better than : 62.86 vs. JSMTX (-32.95).
| JSMTX | PMBPX | JSMTX / PMBPX | |
| Total Expense Ratio | 0.98 | 0.83 | 118% |
| Annual Report Gross Expense Ratio | 1.01 | 0.83 | 122% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -6.294 | 1.772 | -355% |
| 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 | 0.01 | - |
| Returns for 1 year | -5.38 | 9.33 | -58% |
| Returns for 3 years | 5.58 | 41.91 | 13% |
| Returns for 5 years | -32.95 | 62.86 | -52% |
| Returns for 10 years | N/A | 91.63 | - |
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