JSMVX
Price
$17.85
Change
+$0.28 (+1.59%)
Updated
Jul 17 closing price
Net Assets
99.02M
PMBMX
Price
$43.47
Change
+$0.40 (+0.93%)
Updated
Jul 17 closing price
Net Assets
32.07B
Interact to see
Advertisement

JSMVX vs PMBMX

Header iconJSMVX vs PMBMX Comparison
Open Charts JSMVX vs PMBMXBanner chart's image
Jackson Square SMID-Cap Growth I
Price$17.85
Change+$0.28 (+1.59%)
VolumeN/A
Net Assets99.02M
Principal MidCap R3
Price$43.47
Change+$0.40 (+0.93%)
VolumeN/A
Net Assets32.07B
JSMVX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JSMVX vs. PMBMX 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 PMBMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.1B vs. JSMVX (99M). PMBMX pays higher dividends than JSMVX: PMBMX (0.02) vs JSMVX (0.00). JSMVX was incepted earlier than PMBMX: JSMVX (9 years) vs PMBMX (25 years). JSMVX (1.26) is less costly to investors than PMBMX (1.14). JSMVX is a more actively managed with annual turnover of: 48.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than JSMVX: PMBMX (0) vs JSMVX (2500). PMBMX annual gain was more profitable for investors over the last year : 9.37 vs. JSMVX (-3.30). PMBMX return over 5 years is better than : 48.60 vs. JSMVX (-38.74).
JSMVXPMBMXJSMVX / PMBMX
Total Expense Ratio1.231.14108%
Annual Report Gross Expense Ratio1.261.14111%
Fund Existence9 years25 years-
Gain YTD-2.9825.435-55%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets99M32.1B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year-3.309.37-35%
Returns for 3 years11.1347.9923%
Returns for 5 years-38.7448.60-80%
Returns for 10 yearsN/A89.11-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
KAUAX6.04N/A
N/A
Federated Hermes Kaufmann A
MDGCX26.68N/A
N/A
BlackRock Advantage Global Investor A
WFIOX57.31N/A
N/A
Allspring Index Admin
NESIX19.67N/A
N/A
Needham Small Cap Growth Institutional
NSFOX11.58N/A
N/A
Natixis Target Retirement 2065 N