JSMVX
Price
$18.55
Change
+$0.22 (+1.20%)
Updated
Jul 25 closing price
Net Assets
104.3M
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$18.55
Change+$0.22 (+1.20%)
VolumeN/A
Net Assets104.3M
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
JSMVX vs PMBMX Comparison Chart in %
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JSMVX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. JSMVX (104M). 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 : 13.04 vs. JSMVX (4.21). PMBMX return over 5 years is better than : 52.44 vs. JSMVX (-35.32).
JSMVXPMBMXJSMVX / PMBMX
Total Expense Ratio1.231.14108%
Annual Report Gross Expense Ratio1.261.14111%
Fund Existence9 years25 years-
Gain YTD2.4308.42129%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets104M33.2B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year4.2113.0432%
Returns for 3 years14.0847.2730%
Returns for 5 years-35.3252.44-67%
Returns for 10 yearsN/A97.42-
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