JSMTX
Price
$17.42
Change
+$0.26 (+1.52%)
Updated
Jun 16 closing price
Net Assets
113.45M
PMAQX
Price
$45.81
Change
+$0.27 (+0.59%)
Updated
Jun 16 closing price
Net Assets
30.56B
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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$17.42
Change+$0.26 (+1.52%)
VolumeN/A
Net Assets113.45M
Principal MidCap R6
Price$45.81
Change+$0.27 (+0.59%)
VolumeN/A
Net Assets30.56B
JSMTX vs PMAQX Comparison Chart
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JSMTX vs. PMAQX commentary
Jun 17, 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.6B vs. JSMTX (113M). 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 : 10.62 vs. JSMTX (-3.87). PMAQX return over 5 years is better than : 56.82 vs. JSMTX (-34.40).
JSMTXPMAQXJSMTX / PMAQX
Total Expense Ratio0.980.59166%
Annual Report Gross Expense Ratio1.010.59171%
Fund Existence9 years9 years-
Gain YTD-7.6922.039-377%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets113M30.6B0%
Annual Yield % from dividends0.000.19-
Returns for 1 year-3.8710.62-36%
Returns for 3 years10.2850.9220%
Returns for 5 years-34.4056.82-61%
Returns for 10 yearsN/AN/A-
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