JSMVX
Price
$17.15
Change
+$0.18 (+1.06%)
Updated
Jun 6 closing price
Net Assets
120.58M
PMBJX
Price
$42.29
Change
+$0.28 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
Interact to see
Advertisement

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+$0.18 (+1.06%)
VolumeN/A
Net Assets120.58M
Principal MidCap J
Price$42.29
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.93B
JSMVX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JSMVX vs. PMBJX commentary
Jun 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. JSMVX (121M). 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 : 11.47 vs. JSMVX (-4.18). PMBJX return over 5 years is better than : 44.95 vs. JSMVX (-36.80).
JSMVXPMBJXJSMVX / PMBJX
Total Expense Ratio1.230.78158%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence9 years24 years-
Gain YTD-6.2952.940-214%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets121M30.9B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year-4.1811.47-36%
Returns for 3 years-1.5133.87-4%
Returns for 5 years-36.8044.95-82%
Returns for 10 yearsN/A91.79-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PBE65.331.01
+1.56%
Invesco Biotechnology & Genome ETF
NIKL11.850.08
+0.68%
Sprott Nickel Miners ETF
EWY65.570.21
+0.32%
iShares MSCI South Korea ETF
LDP20.61-0.03
-0.15%
Cohen & Steers Limited
FIBR87.31-0.19
-0.22%
iShares U.S. Fixed Inc Bal Rsk Sysmc ETF