JSMTX
Price
$19.07
Change
+$0.23 (+1.22%)
Updated
Jul 25 closing price
Net Assets
104.3M
PMAQX
Price
$48.54
Change
+$0.35 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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JSMTX vs PMAQX

Header iconJSMTX vs PMAQX Comparison
Open Charts JSMTX vs PMAQXBanner chart's image
Jackson Square SMID-Cap Growth Instl
Price$19.07
Change+$0.23 (+1.22%)
VolumeN/A
Net Assets104.3M
Principal MidCap R6
Price$48.54
Change+$0.35 (+0.73%)
VolumeN/A
Net Assets33.21B
JSMTX vs PMAQX Comparison Chart in %
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JSMTX vs. PMAQX 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33.2B vs. JSMTX (104M). PMAQX pays higher dividends than JSMTX: PMAQX (0.19) vs JSMTX (0.00). JSMTX was incepted earlier than PMAQX: JSMTX (9 years) vs PMAQX (9 years). JSMTX (1.01) is less costly to investors than PMAQX (0.59). JSMTX is a more actively managed with annual turnover of: 48.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than JSMTX: PMAQX (0) vs JSMTX (100000). PMAQX annual gain was more profitable for investors over the last year : 13.98 vs. JSMTX (4.55). PMAQX return over 5 years is better than : 58.81 vs. JSMTX (-34.20).
JSMTXPMAQXJSMTX / PMAQX
Total Expense Ratio0.980.59166%
Annual Report Gross Expense Ratio1.010.59171%
Fund Existence9 years9 years-
Gain YTD2.5828.76129%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets104M33.2B0%
Annual Yield % from dividends0.000.19-
Returns for 1 year4.5513.9833%
Returns for 3 years15.0250.8430%
Returns for 5 years-34.2058.81-58%
Returns for 10 yearsN/AN/A-
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