JSMVX
Price
$17.39
Change
+$0.06 (+0.35%)
Updated
Jun 27 closing price
Net Assets
102.4M
PMBJX
Price
$42.93
Change
+$0.33 (+0.77%)
Updated
Jun 27 closing price
Net Assets
31.22B
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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$17.39
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets102.4M
Principal MidCap J
Price$42.93
Change+$0.33 (+0.77%)
VolumeN/A
Net Assets31.22B
JSMVX vs PMBJX Comparison Chart in %
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JSMVX vs. PMBJX commentary
Jun 28, 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 StrongBuy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. JSMVX (102M). 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 : 12.20 vs. JSMVX (-1.03). PMBJX return over 5 years is better than : 59.89 vs. JSMVX (-35.12).
JSMVXPMBJXJSMVX / PMBJX
Total Expense Ratio1.230.78158%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence9 years24 years-
Gain YTD-4.3074.386-98%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets102M31.2B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year-1.0312.20-8%
Returns for 3 years7.7749.4116%
Returns for 5 years-35.1259.89-59%
Returns for 10 yearsN/A96.44-
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