JSMVX
Price
$16.70
Change
-$0.38 (-2.22%)
Updated
Jun 13 closing price
Net Assets
113.45M
PMBCX
Price
$35.64
Change
-$0.55 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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JSMVX vs PMBCX

Header iconJSMVX vs PMBCX Comparison
Open Charts JSMVX vs PMBCXBanner chart's image
Jackson Square SMID-Cap Growth I
Price$16.70
Change-$0.38 (-2.22%)
VolumeN/A
Net Assets113.45M
Principal MidCap C
Price$35.64
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets30.56B
JSMVX vs PMBCX Comparison Chart
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JSMVX vs. PMBCX commentary
Jun 15, 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 Hold and PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. JSMVX (113M). JSMVX (0.00) and PMBCX (0.00) have matching dividends . JSMVX was incepted earlier than PMBCX: JSMVX (9 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than JSMVX (1.26). JSMVX is a more actively managed with annual turnover of: 48.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than JSMVX: PMBCX (1000) vs JSMVX (2500). PMBCX annual gain was more profitable for investors over the last year : 9.12 vs. JSMVX (-4.13). PMBCX return over 5 years is better than : 42.73 vs. JSMVX (-35.50).
JSMVXPMBCXJSMVX / PMBCX
Total Expense Ratio1.231.7570%
Annual Report Gross Expense Ratio1.261.7572%
Fund Existence9 years18 years-
Gain YTD-7.7861.538-506%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets113M30.6B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.139.12-45%
Returns for 3 years9.4442.8522%
Returns for 5 years-35.5042.73-83%
Returns for 10 yearsN/A65.54-
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