Interact to see
Advertisement
Advertisement
JSMVX vs PMBMX
JSMVX vs PMBMX Comparison
Open Charts JSMVX vs PMBMX
Jackson Square SMID-Cap Growth I
Price$16.70
Change-$0.38 (-2.22%)
VolumeN/A
Net Assets113.45M
JSMVX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSMVX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. JSMVX (113M). 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 : 9.71 vs. JSMVX (-4.13). PMBMX return over 5 years is better than : 50.58 vs. JSMVX (-35.50).
| JSMVX | PMBMX | JSMVX / PMBMX | |
| Total Expense Ratio | 1.23 | 1.14 | 108% |
| Annual Report Gross Expense Ratio | 1.26 | 1.14 | 111% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -7.786 | 1.787 | -436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 30.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -4.13 | 9.71 | -43% |
| Returns for 3 years | 9.44 | 47.38 | 20% |
| Returns for 5 years | -35.50 | 50.58 | -70% |
| Returns for 10 years | N/A | 83.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement