JSMVX
Price
$18.55
Change
+$0.22 (+1.20%)
Updated
Jul 25 closing price
Net Assets
104.3M
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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JSMVX vs PMBJX

Header iconJSMVX vs PMBJX Comparison
Open Charts JSMVX vs PMBJXBanner chart's image
Jackson Square SMID-Cap Growth I
Price$18.55
Change+$0.22 (+1.20%)
VolumeN/A
Net Assets104.3M
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
JSMVX vs PMBJX Comparison Chart in %
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JSMVX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. JSMVX (104M). PMBJX pays higher dividends than JSMVX: PMBJX (0.06) vs JSMVX (0.00). JSMVX was incepted earlier than PMBJX: JSMVX (9 years) vs PMBJX (24 years). JSMVX (1.26) is less costly to investors than PMBJX (0.78). JSMVX is a more actively managed with annual turnover of: 48.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than JSMVX: PMBJX (1000) vs JSMVX (2500). PMBJX annual gain was more profitable for investors over the last year : 13.47 vs. JSMVX (4.21). PMBJX return over 5 years is better than : 55.02 vs. JSMVX (-35.32).
JSMVXPMBJXJSMVX / PMBJX
Total Expense Ratio1.230.78158%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence9 years24 years-
Gain YTD2.4308.65028%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets104M33.2B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.2113.4731%
Returns for 3 years14.0848.8829%
Returns for 5 years-35.3255.02-64%
Returns for 10 yearsN/A103.26-
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