JSMVX
Price
$17.15
Change
+$0.18 (+1.06%)
Updated
Jun 6 closing price
Net Assets
120.58M
PMBPX
Price
$45.03
Change
+$0.30 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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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$17.15
Change+$0.18 (+1.06%)
VolumeN/A
Net Assets120.58M
Principal MidCap R5
Price$45.03
Change+$0.30 (+0.67%)
VolumeN/A
Net Assets30.93B
JSMVX vs PMBPX Comparison Chart
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JSMVX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. JSMVX (121M). 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 : 11.61 vs. JSMVX (-4.18). PMBPX return over 5 years is better than : 46.09 vs. JSMVX (-36.80).
JSMVXPMBPXJSMVX / PMBPX
Total Expense Ratio1.230.83148%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence9 years25 years-
Gain YTD-6.2952.922-215%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121M30.9B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.1811.61-36%
Returns for 3 years-1.5134.38-4%
Returns for 5 years-36.8046.09-80%
Returns for 10 yearsN/A95.57-
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