JSMVX
Price
$17.79
Change
+$0.13 (+0.74%)
Updated
Jul 3 closing price
Net Assets
104.8M
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$17.79
Change+$0.13 (+0.74%)
VolumeN/A
Net Assets104.8M
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
JSMVX vs PMBCX Comparison Chart in %
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JSMVX vs. PMBCX commentary
Jul 07, 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 StrongBuy and PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. JSMVX (105M). 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 : 13.57 vs. JSMVX (1.54). PMBCX return over 5 years is better than : 47.59 vs. JSMVX (-36.71).
JSMVXPMBCXJSMVX / PMBCX
Total Expense Ratio1.231.7570%
Annual Report Gross Expense Ratio1.261.7572%
Fund Existence9 years18 years-
Gain YTD-1.7676.553-27%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets105M32.3B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.5413.5711%
Returns for 3 years11.1245.5824%
Returns for 5 years-36.7147.59-77%
Returns for 10 yearsN/A75.67-
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