JSMVX
Price
$18.55
Change
+$0.22 (+1.20%)
Updated
Jul 25 closing price
Net Assets
104.3M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$18.55
Change+$0.22 (+1.20%)
VolumeN/A
Net Assets104.3M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
JSMVX vs PMBPX Comparison Chart in %
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JSMVX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. JSMVX (104M). 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 : 13.61 vs. JSMVX (4.21). PMBPX return over 5 years is better than : 56.25 vs. JSMVX (-35.32).
JSMVXPMBPXJSMVX / PMBPX
Total Expense Ratio1.230.83148%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence9 years25 years-
Gain YTD2.4308.60628%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets104M33.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.2113.6131%
Returns for 3 years14.0849.3829%
Returns for 5 years-35.3256.25-63%
Returns for 10 yearsN/A107.27-
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