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JSMTX vs PEMGX
JSMTX vs PEMGX Comparison
Open Charts JSMTX vs PEMGX
Jackson Square SMID-Cap Growth Instl
Price$18.87
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets69.73M
JSMTX vs PEMGX Comparison Chart in %
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JSMTX vs. PEMGX commentary
Oct 19, 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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. JSMTX (69.7M). 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). JSMTX annual gain was more profitable for investors over the last year : 1.67 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. JSMTX (-40.98).
| 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 | 1.506 | 2.206 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7M | 31.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.67 | -3.03 | -55% |
| Returns for 3 years | 22.53 | 48.57 | 46% |
| Returns for 5 years | -40.98 | 35.03 | -117% |
| Returns for 10 years | N/A | 99.18 | - |
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