JSMVX
Price
$18.55
Change
+$0.22 (+1.20%)
Updated
Jul 25 closing price
Net Assets
104.3M
PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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JSMVX vs PEMGX

Header iconJSMVX vs PEMGX Comparison
Open Charts JSMVX vs PEMGXBanner chart's image
Jackson Square SMID-Cap Growth I
Price$18.55
Change+$0.22 (+1.20%)
VolumeN/A
Net Assets104.3M
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
JSMVX vs PEMGX Comparison Chart in %
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JSMVX vs. PEMGX commentary
Jul 27, 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 JSMVX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. JSMVX (104M). JSMVX (0.00) and PEMGX (0.00) have matching dividends . JSMVX was incepted earlier than PEMGX: JSMVX (9 years) vs PEMGX (20 years). JSMVX (1.26) is less costly to investors than PEMGX (0.91). JSMVX is a more actively managed with annual turnover of: 48.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than JSMVX: PEMGX (1000) vs JSMVX (2500). PEMGX annual gain was more profitable for investors over the last year : 13.43 vs. JSMVX (4.21). PEMGX return over 5 years is better than : 55.06 vs. JSMVX (-35.32).
JSMVXPEMGXJSMVX / PEMGX
Total Expense Ratio1.230.91135%
Annual Report Gross Expense Ratio1.260.91138%
Fund Existence9 years20 years-
Gain YTD2.4308.56428%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets104M33.2B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.2113.4331%
Returns for 3 years14.0848.7829%
Returns for 5 years-35.3255.06-64%
Returns for 10 yearsN/A103.87-
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