JSMVX
Price
$17.79
Change
+$0.13 (+0.74%)
Updated
Jul 3 closing price
Net Assets
104.8M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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JSMVX vs PMBPX

Header iconJSMVX vs PMBPX Comparison
Open Charts JSMVX vs PMBPXBanner chart's image
Jackson Square SMID-Cap Growth I
Price$17.79
Change+$0.13 (+0.74%)
VolumeN/A
Net Assets104.8M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
JSMVX vs PMBPX Comparison Chart in %
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JSMVX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. JSMVX (105M). PMBPX pays higher dividends than JSMVX: PMBPX (0.01) vs JSMVX (0.00). JSMVX was incepted earlier than PMBPX: JSMVX (9 years) vs PMBPX (25 years). JSMVX (1.26) is less costly to investors than PMBPX (0.83). JSMVX is a more actively managed with annual turnover of: 48.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than JSMVX: PMBPX (0) vs JSMVX (2500). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. JSMVX (1.54). PMBPX return over 5 years is better than : 59.60 vs. JSMVX (-36.71).
JSMVXPMBPXJSMVX / PMBPX
Total Expense Ratio1.230.83148%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence9 years25 years-
Gain YTD-1.7677.041-25%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets105M32.3B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.5415.4110%
Returns for 3 years11.1252.3921%
Returns for 5 years-36.7159.60-62%
Returns for 10 yearsN/A104.46-
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