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JSMTX vs RPTIX
JSMTX vs RPTIX Comparison
Open Charts JSMTX vs RPTIX
Jackson Square SMID-Cap Growth Instl
Price$19.33
Change+$0.14 (+0.73%)
VolumeN/A
Net Assets180.69M
T. Rowe Price Mid-Cap Growth I
Price$104.80
Change+$1.15 (+1.11%)
VolumeN/A
Net Assets30.9B
JSMTX vs RPTIX Comparison Chart
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JSMTX vs. RPTIX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 30.9B vs. JSMTX (181M). RPTIX pays higher dividends than JSMTX: RPTIX (0.18) vs JSMTX (0.00). JSMTX was incepted earlier than RPTIX: JSMTX (8 years) vs RPTIX (9 years). JSMTX is a more actively managed with annual turnover of: 49.00 vs. RPTIX (21.70). 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 : 8.36 vs. RPTIX (4.61). RPTIX return over 5 years is better than : 10.65 vs. JSMTX (-20.47).
| JSMTX | RPTIX | JSMTX / RPTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 3.228 | 4.758 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 30.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.18 | - |
| Returns for 1 year | 8.36 | 4.61 | 181% |
| Returns for 3 years | -12.85 | 0.27 | -4,701% |
| Returns for 5 years | -20.47 | 10.65 | -192% |
| Returns for 10 years | N/A | N/A | - |