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JSMTX vs RPTIX
JSMTX vs RPTIX Comparison
Open Charts JSMTX vs RPTIX
Jackson Square SMID-Cap Growth Instl
Price$18.18
Change-$0.09 (-0.49%)
VolumeN/A
Net Assets81.44M
T. Rowe Price Mid-Cap Growth I
Price$102.28
Change+$0.10 (+0.10%)
VolumeN/A
Net Assets27.37B
JSMTX vs RPTIX Comparison Chart in %
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JSMTX vs. RPTIX commentary
Aug 16, 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 RPTIX is a Buy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 27.4B vs. JSMTX (81.4M). RPTIX pays higher dividends than JSMTX: RPTIX (0.05) vs JSMTX (0.00). JSMTX was incepted earlier than RPTIX: JSMTX (9 years) vs RPTIX (10 years). JSMTX (1.01) is less costly to investors than RPTIX (0.63). JSMTX is a more actively managed with annual turnover of: 48.00 vs. RPTIX (22.60). JSMTX has a lower initial minimum investment than RPTIX: JSMTX (100000) vs RPTIX (500000). JSMTX annual gain was more profitable for investors over the last year : -0.11 vs. RPTIX (-3.86). RPTIX return over 5 years is better than : 1.78 vs. JSMTX (-39.16).
| JSMTX | RPTIX | JSMTX / RPTIX | |
| Total Expense Ratio | 0.98 | 0.63 | 156% |
| Annual Report Gross Expense Ratio | 1.01 | 0.63 | 160% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -1.721 | 2.139 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4M | 27.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.05 | - |
| Returns for 1 year | -0.11 | -3.86 | 3% |
| Returns for 3 years | -0.71 | 2.52 | -28% |
| Returns for 5 years | -39.16 | 1.78 | -2,202% |
| Returns for 10 years | N/A | N/A | - |
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