JSMVX
Price
$17.85
Change
+$0.28 (+1.59%)
Updated
Jul 17 closing price
Net Assets
99.02M
PMBPX
Price
$46.32
Change
+$0.42 (+0.92%)
Updated
Jul 17 closing price
Net Assets
32.07B
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JSMVX vs PMBPX

Header iconJSMVX vs PMBPX Comparison
Open Charts JSMVX vs PMBPXBanner chart's image
Jackson Square SMID-Cap Growth I
Price$17.85
Change+$0.28 (+1.59%)
VolumeN/A
Net Assets99.02M
Principal MidCap R5
Price$46.32
Change+$0.42 (+0.92%)
VolumeN/A
Net Assets32.07B
JSMVX vs PMBPX Comparison Chart in %
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JSMVX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.1B vs. JSMVX (99M). PMBPX pays higher dividends than JSMVX: PMBPX (0.01) vs JSMVX (0.00). JSMVX was incepted earlier than PMBPX: JSMVX (9 years) vs PMBPX (25 years). JSMVX (1.26) is less costly to investors than PMBPX (0.83). JSMVX is a more actively managed with annual turnover of: 48.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than JSMVX: PMBPX (0) vs JSMVX (2500). PMBPX annual gain was more profitable for investors over the last year : 9.92 vs. JSMVX (-3.30). PMBPX return over 5 years is better than : 52.30 vs. JSMVX (-38.74).
JSMVXPMBPXJSMVX / PMBPX
Total Expense Ratio1.230.83148%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence9 years25 years-
Gain YTD-2.9825.614-53%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets99M32.1B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.309.92-33%
Returns for 3 years11.1350.1122%
Returns for 5 years-38.7452.30-74%
Returns for 10 yearsN/A98.61-
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