FISGX
Price
$40.80
Change
-$0.23 (-0.56%)
Updated
Aug 8 closing price
Net Assets
170.51M
PMBPX
Price
$45.72
Change
+$0.01 (+0.02%)
Updated
Aug 8 closing price
Net Assets
32.21B
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FISGX vs PMBPX

Header iconFISGX vs PMBPX Comparison
Open Charts FISGX vs PMBPXBanner chart's image
Nuveen Small/Mid Cap Growth Opp I
Price$40.80
Change-$0.23 (-0.56%)
VolumeN/A
Net Assets170.51M
Principal MidCap R5
Price$45.72
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets32.21B
FISGX vs PMBPX Comparison Chart in %
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FISGX vs. PMBPX commentary
Aug 09, 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 FISGX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.2B vs. FISGX (171M). PMBPX pays higher dividends than FISGX: PMBPX (0.01) vs FISGX (0.00). FISGX was incepted earlier than PMBPX: FISGX (36 years) vs PMBPX (25 years). FISGX (0.99) is less costly to investors than PMBPX (0.83). FISGX is a more actively managed with annual turnover of: 58.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FISGX: PMBPX (0) vs FISGX (100000). FISGX annual gain was more profitable for investors over the last year : 12.23 vs. PMBPX (11.39). PMBPX return over 5 years is better than : 45.35 vs. FISGX (-8.70).
FISGXPMBPXFISGX / PMBPX
Total Expense Ratio0.880.83106%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence36 years25 years-
Gain YTD1.2095.17723%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets171M32.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year12.2311.39107%
Returns for 3 years30.9636.0986%
Returns for 5 years-8.7045.35-19%
Returns for 10 years-17.4697.53-18%
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