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JSMVX vs PMBMX
JSMVX vs PMBMX Comparison
Open Charts JSMVX vs PMBMX
Jackson Square SMID-Cap Growth I
Price$17.15
Change+$0.18 (+1.06%)
VolumeN/A
Net Assets120.58M
JSMVX vs PMBMX Comparison Chart
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JSMVX vs. PMBMX 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. JSMVX (121M). 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 : 11.05 vs. JSMVX (-4.18). PMBMX return over 5 years is better than : 42.56 vs. JSMVX (-36.80).
| JSMVX | PMBMX | JSMVX / PMBMX | |
| Total Expense Ratio | 1.23 | 1.14 | 108% |
| Annual Report Gross Expense Ratio | 1.26 | 1.14 | 111% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -6.295 | 2.791 | -226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 30.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -4.18 | 11.05 | -38% |
| Returns for 3 years | -1.51 | 32.49 | -5% |
| Returns for 5 years | -36.80 | 42.56 | -86% |
| Returns for 10 years | N/A | 86.33 | - |
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