JSMTX
Price
$18.87
Change
-$0.01 (-0.05%)
Updated
Oct 17 closing price
Net Assets
69.73M
PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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JSMTX vs PEMGX

Header iconJSMTX vs PEMGX Comparison
Open Charts JSMTX vs PEMGXBanner chart's image
Jackson Square SMID-Cap Growth Instl
Price$18.87
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets69.73M
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.93B
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.

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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).
JSMTXPEMGXJSMTX / PEMGX
Total Expense Ratio0.980.91108%
Annual Report Gross Expense Ratio1.010.91111%
Fund Existence9 years20 years-
Gain YTD1.5062.20668%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets69.7M31.9B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.67-3.03-55%
Returns for 3 years22.5348.5746%
Returns for 5 years-40.9835.03-117%
Returns for 10 yearsN/A99.18-
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