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JSMVX vs PMBPX
JSMVX vs PMBPX Comparison
Open Charts JSMVX vs PMBPX
Jackson Square SMID-Cap Growth I
Price$17.66
Change-$0.43 (-2.38%)
VolumeN/A
Net Assets165.79M
JSMVX vs PMBPX Comparison Chart
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JSMVX vs. PMBPX commentary
Feb 23, 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 Hold and PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. JSMVX (166M). JSMVX (0.00) and PMBPX (0.00) have matching dividends . JSMVX was incepted earlier than PMBPX: JSMVX (8 years) vs PMBPX (24 years). JSMVX is a more actively managed with annual turnover of: 49.00 vs. PMBPX (10.10). 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 : 12.43 vs. JSMVX (-0.95). PMBPX return over 5 years is better than : 35.10 vs. JSMVX (-30.17).
| JSMVX | PMBPX | JSMVX / PMBPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -2.485 | 1.864 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 29.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.95 | 12.43 | -8% |
| Returns for 3 years | -11.21 | 27.85 | -40% |
| Returns for 5 years | -30.17 | 35.10 | -86% |
| Returns for 10 years | N/A | 92.30 | - |
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