JSMVX
Price
$18.55
Change
+$0.22 (+1.20%)
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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JSMVX vs PMAQX

Header iconJSMVX vs PMAQX Comparison
Open Charts JSMVX vs PMAQXBanner chart's image
Jackson Square SMID-Cap Growth I
Price$18.55
Change+$0.22 (+1.20%)
VolumeN/A
Net Assets104.3M
Principal MidCap R6
Price$48.54
Change+$0.35 (+0.73%)
VolumeN/A
Net Assets33.21B
JSMVX vs PMAQX Comparison Chart in %
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JSMVX vs. PMAQX 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33.2B vs. JSMVX (104M). PMAQX pays higher dividends than JSMVX: PMAQX (0.19) vs JSMVX (0.00). JSMVX was incepted earlier than PMAQX: JSMVX (9 years) vs PMAQX (9 years). JSMVX (1.26) is less costly to investors than PMAQX (0.59). JSMVX is a more actively managed with annual turnover of: 48.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than JSMVX: PMAQX (0) vs JSMVX (2500). PMAQX annual gain was more profitable for investors over the last year : 13.98 vs. JSMVX (4.21). PMAQX return over 5 years is better than : 58.81 vs. JSMVX (-35.32).
JSMVXPMAQXJSMVX / PMAQX
Total Expense Ratio1.230.59208%
Annual Report Gross Expense Ratio1.260.59214%
Fund Existence9 years9 years-
Gain YTD2.4308.76128%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets104M33.2B0%
Annual Yield % from dividends0.000.19-
Returns for 1 year4.2113.9830%
Returns for 3 years14.0850.8428%
Returns for 5 years-35.3258.81-60%
Returns for 10 yearsN/AN/A-
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