JSMVX
Price
$17.85
Change
+$0.28 (+1.59%)
Updated
Jul 17 closing price
Net Assets
99.02M
PMBJX
Price
$43.51
Change
+$0.40 (+0.93%)
Updated
Jul 17 closing price
Net Assets
32.07B
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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$17.85
Change+$0.28 (+1.59%)
VolumeN/A
Net Assets99.02M
Principal MidCap J
Price$43.51
Change+$0.40 (+0.93%)
VolumeN/A
Net Assets32.07B
JSMVX vs PMBJX Comparison Chart in %
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JSMVX vs. PMBJX commentary
Jul 18, 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: 32.1B vs. JSMVX (99M). 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 : 9.79 vs. JSMVX (-3.30). PMBJX return over 5 years is better than : 51.14 vs. JSMVX (-38.74).
JSMVXPMBJXJSMVX / PMBJX
Total Expense Ratio1.230.78158%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence9 years24 years-
Gain YTD-2.9825.636-53%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets99M32.1B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year-3.309.79-34%
Returns for 3 years11.1349.5722%
Returns for 5 years-38.7451.14-76%
Returns for 10 yearsN/A94.78-
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