JSMVX
Price
$16.76
Change
+$0.24 (+1.45%)
Updated
Apr 2 closing price
Net Assets
132.23M
PEMGX
Price
$43.05
Change
+$0.39 (+0.91%)
Updated
Apr 2 closing price
Net Assets
29.49B
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JSMVX vs PEMGX

Header iconJSMVX vs PEMGX Comparison
Open Charts JSMVX vs PEMGXBanner chart's image
Jackson Square SMID-Cap Growth I
Price$16.76
Change+$0.24 (+1.45%)
VolumeN/A
Net Assets132.23M
Principal MidCap A
Price$43.05
Change+$0.39 (+0.91%)
VolumeN/A
Net Assets29.49B
JSMVX vs PEMGX Comparison Chart
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JSMVX vs. PEMGX commentary
Apr 03, 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 JSMVX is a Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. JSMVX (132M). JSMVX (0.00) and PEMGX (0.00) have matching dividends . JSMVX was incepted earlier than PEMGX: JSMVX (9 years) vs PEMGX (20 years). JSMVX (1.21) is less costly to investors than PEMGX (0.95). JSMVX is a more actively managed with annual turnover of: 48.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than JSMVX: PEMGX (1000) vs JSMVX (2500). PEMGX annual gain was more profitable for investors over the last year : 6.81 vs. JSMVX (-9.08). PEMGX return over 5 years is better than : 99.81 vs. JSMVX (-7.03).
JSMVXPEMGXJSMVX / PEMGX
Total Expense Ratio1.220.95128%
Annual Report Gross Expense Ratio1.210.95127%
Fund Existence9 years20 years-
Gain YTD-8.7800.094-9,355%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets132M29.5B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year-9.086.81-133%
Returns for 3 years-21.5619.03-113%
Returns for 5 years-7.0399.81-7%
Returns for 10 yearsN/A85.20-
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