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JSMVX vs PMBJX
JSMVX vs PMBJX Comparison
Open Charts JSMVX vs PMBJX
Jackson Square SMID-Cap Growth I
Price$16.70
Change-$0.38 (-2.22%)
VolumeN/A
Net Assets113.45M
JSMVX vs PMBJX Comparison Chart
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JSMVX vs. PMBJX 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 PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. JSMVX (113M). 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 : 10.12 vs. JSMVX (-4.13). PMBJX return over 5 years is better than : 53.13 vs. JSMVX (-35.50).
| JSMVX | PMBJX | JSMVX / PMBJX | |
| Total Expense Ratio | 1.23 | 0.78 | 158% |
| Annual Report Gross Expense Ratio | 1.26 | 0.78 | 162% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -7.786 | 1.960 | -397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 30.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -4.13 | 10.12 | -41% |
| Returns for 3 years | 9.44 | 48.96 | 19% |
| Returns for 5 years | -35.50 | 53.13 | -67% |
| Returns for 10 years | N/A | 88.94 | - |
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