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JSMTX vs PEMGX
JSMTX vs PEMGX Comparison
Open Charts JSMTX vs PEMGX
Jackson Square SMID-Cap Growth Instl
Price$19.07
Change+$0.23 (+1.22%)
VolumeN/A
Net Assets104.3M
JSMTX vs PEMGX Comparison Chart in %
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JSMTX vs. PEMGX commentary
Jul 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 JSMTX is a Buy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. JSMTX (104M). JSMTX (0.00) and PEMGX (0.00) have matching dividends . JSMTX was incepted earlier than PEMGX: JSMTX (9 years) vs PEMGX (20 years). JSMTX (1.01) is less costly to investors than PEMGX (0.91). JSMTX is a more actively managed with annual turnover of: 48.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than JSMTX: PEMGX (1000) vs JSMTX (100000). PEMGX annual gain was more profitable for investors over the last year : 13.43 vs. JSMTX (4.55). PEMGX return over 5 years is better than : 55.06 vs. JSMTX (-34.20).
| JSMTX | PEMGX | JSMTX / PEMGX | |
| Total Expense Ratio | 0.98 | 0.91 | 108% |
| Annual Report Gross Expense Ratio | 1.01 | 0.91 | 111% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 2.582 | 8.564 | 30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 33.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.55 | 13.43 | 34% |
| Returns for 3 years | 15.02 | 48.78 | 31% |
| Returns for 5 years | -34.20 | 55.06 | -62% |
| Returns for 10 years | N/A | 103.87 | - |
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