JSMVX
Price
$17.15
Change
+$0.20 (+1.18%)
Updated
May 8 closing price
Net Assets
126.73M
PMBJX
Price
$41.58
Change
+$0.34 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
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JSMVX vs PMBJX

Header iconJSMVX vs PMBJX Comparison
Open Charts JSMVX vs PMBJXBanner chart's image
Jackson Square SMID-Cap Growth I
Price$17.15
Change+$0.20 (+1.18%)
VolumeN/A
Net Assets126.73M
Principal MidCap J
Price$41.58
Change+$0.34 (+0.82%)
VolumeN/A
Net Assets30.17B
JSMVX vs PMBJX Comparison Chart
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JSMVX vs. PMBJX commentary
May 09, 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.2B vs. JSMVX (127M). PMBJX pays higher dividends than JSMVX: PMBJX (0.06) vs JSMVX (0.00). JSMVX was incepted earlier than PMBJX: JSMVX (9 years) vs PMBJX (24 years). JSMVX (1.26) is less costly to investors than PMBJX (0.78). JSMVX is a more actively managed with annual turnover of: 48.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than JSMVX: PMBJX (1000) vs JSMVX (2500). PMBJX annual gain was more profitable for investors over the last year : 8.85 vs. JSMVX (-4.51). PMBJX return over 5 years is better than : 63.43 vs. JSMVX (-29.96).
JSMVXPMBJXJSMVX / PMBJX
Total Expense Ratio1.230.78158%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence9 years24 years-
Gain YTD-6.4051.054-608%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets127M30.2B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year-4.518.85-51%
Returns for 3 years5.1540.8813%
Returns for 5 years-29.9663.43-47%
Returns for 10 yearsN/A87.34-
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