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JSMVX vs PMBPX
JSMVX vs PMBPX Comparison
Open Charts JSMVX vs PMBPX
Jackson Square SMID-Cap Growth I
Price$16.70
Change-$0.38 (-2.22%)
VolumeN/A
Net Assets113.45M
JSMVX vs PMBPX Comparison Chart
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JSMVX vs. PMBPX 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. JSMVX (113M). 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 : 10.26 vs. JSMVX (-4.13). PMBPX return over 5 years is better than : 54.31 vs. JSMVX (-35.50).
| JSMVX | PMBPX | JSMVX / PMBPX | |
| Total Expense Ratio | 1.23 | 0.83 | 148% |
| Annual Report Gross Expense Ratio | 1.26 | 0.83 | 152% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -7.786 | 1.933 | -403% |
| 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 | 0.01 | - |
| Returns for 1 year | -4.13 | 10.26 | -40% |
| Returns for 3 years | 9.44 | 49.52 | 19% |
| Returns for 5 years | -35.50 | 54.31 | -65% |
| Returns for 10 years | N/A | 92.68 | - |
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