JSMVX
Price
$17.79
Change
+$0.13 (+0.74%)
Updated
Jul 3 closing price
Net Assets
104.8M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$17.79
Change+$0.13 (+0.74%)
VolumeN/A
Net Assets104.8M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
JSMVX vs PMBJX Comparison Chart in %
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JSMVX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. JSMVX (105M). 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 : 15.26 vs. JSMVX (1.54). PMBJX return over 5 years is better than : 58.39 vs. JSMVX (-36.71).
JSMVXPMBJXJSMVX / PMBJX
Total Expense Ratio1.230.78158%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence9 years24 years-
Gain YTD-1.7677.057-25%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets105M32.3B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year1.5415.2610%
Returns for 3 years11.1251.7921%
Returns for 5 years-36.7158.39-63%
Returns for 10 yearsN/A100.46-
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