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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+$0.20 (+1.18%)
VolumeN/A
Net Assets126.73M
JSMVX vs PMBMX Comparison Chart
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JSMVX vs. PMBMX commentary
May 09, 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: 30.2B vs. JSMVX (127M). PMBMX pays higher dividends than JSMVX: PMBMX (0.02) vs JSMVX (0.00). JSMVX was incepted earlier than PMBMX: JSMVX (9 years) vs PMBMX (24 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 : 8.41 vs. JSMVX (-4.51). PMBMX return over 5 years is better than : 60.68 vs. JSMVX (-29.96).
| 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 | 24 years | - |
| Gain YTD | -6.405 | 0.906 | -707% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 30.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -4.51 | 8.41 | -54% |
| Returns for 3 years | 5.15 | 39.38 | 13% |
| Returns for 5 years | -29.96 | 60.68 | -49% |
| Returns for 10 years | N/A | 81.87 | - |
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