JSMVX
Price
$17.79
Change
+$0.13 (+0.74%)
Updated
Jul 3 closing price
Net Assets
104.8M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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JSMVX vs PMBMX

Header iconJSMVX vs PMBMX Comparison
Open Charts JSMVX vs PMBMXBanner chart's image
Jackson Square SMID-Cap Growth I
Price$17.79
Change+$0.13 (+0.74%)
VolumeN/A
Net Assets104.8M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
JSMVX vs PMBMX Comparison Chart in %
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JSMVX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. JSMVX (105M). PMBMX pays higher dividends than JSMVX: PMBMX (0.02) vs JSMVX (0.00). JSMVX was incepted earlier than PMBMX: JSMVX (9 years) vs PMBMX (25 years). JSMVX (1.26) is less costly to investors than PMBMX (1.14). JSMVX is a more actively managed with annual turnover of: 48.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than JSMVX: PMBMX (0) vs JSMVX (2500). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. JSMVX (1.54). PMBMX return over 5 years is better than : 55.71 vs. JSMVX (-36.71).
JSMVXPMBMXJSMVX / PMBMX
Total Expense Ratio1.231.14108%
Annual Report Gross Expense Ratio1.261.14111%
Fund Existence9 years25 years-
Gain YTD-1.7676.854-26%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets105M32.3B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year1.5414.8010%
Returns for 3 years11.1250.1922%
Returns for 5 years-36.7155.71-66%
Returns for 10 yearsN/A94.74-
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