JSMVX
Price
$17.39
Change
+$0.06 (+0.35%)
Updated
Jun 27 closing price
Net Assets
102.4M
PMBMX
Price
$42.89
Change
+$0.32 (+0.75%)
Updated
Jun 27 closing price
Net Assets
31.22B
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JSMVX vs PMBMX

Header iconJSMVX vs PMBMX Comparison
Open Charts JSMVX vs PMBMXBanner chart's image
Jackson Square SMID-Cap Growth I
Price$17.39
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets102.4M
Principal MidCap R3
Price$42.89
Change+$0.32 (+0.75%)
VolumeN/A
Net Assets31.22B
JSMVX vs PMBMX Comparison Chart in %
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JSMVX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. JSMVX (102M). 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 : 11.79 vs. JSMVX (-1.03). PMBMX return over 5 years is better than : 57.18 vs. JSMVX (-35.12).
JSMVXPMBMXJSMVX / PMBMX
Total Expense Ratio1.231.14108%
Annual Report Gross Expense Ratio1.261.14111%
Fund Existence9 years25 years-
Gain YTD-4.3074.211-102%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets102M31.2B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year-1.0311.79-9%
Returns for 3 years7.7747.8516%
Returns for 5 years-35.1257.18-61%
Returns for 10 yearsN/A90.85-
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