JSMVX
Price
$17.39
Change
+$0.06 (+0.35%)
Updated
Jun 27 closing price
Net Assets
102.4M
PMBPX
Price
$45.71
Change
+$0.35 (+0.77%)
Updated
Jun 27 closing price
Net Assets
31.22B
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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$17.39
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets102.4M
Principal MidCap R5
Price$45.71
Change+$0.35 (+0.77%)
VolumeN/A
Net Assets31.22B
JSMVX vs PMBPX Comparison Chart in %
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JSMVX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. JSMVX (102M). 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 : 12.37 vs. JSMVX (-1.03). PMBPX return over 5 years is better than : 61.15 vs. JSMVX (-35.12).
JSMVXPMBPXJSMVX / PMBPX
Total Expense Ratio1.230.83148%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence9 years25 years-
Gain YTD-4.3074.372-99%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets102M31.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year-1.0312.37-8%
Returns for 3 years7.7749.9616%
Returns for 5 years-35.1261.15-57%
Returns for 10 yearsN/A100.41-
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