FISGX
Price
$41.98
Change
+$0.33 (+0.79%)
Updated
Nov 19 closing price
Net Assets
159.01M
PMBPX
Price
$43.20
Change
-$0.01 (-0.02%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$41.98
Change+$0.33 (+0.79%)
VolumeN/A
Net Assets159.01M
Principal MidCap R5
Price$43.20
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.83B
FISGX vs PMBPX Comparison Chart in %
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FISGX vs. PMBPX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.8B vs. FISGX (159M). 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 : 0.60 vs. PMBPX (-6.30). PMBPX return over 5 years is better than : 26.58 vs. FISGX (-16.87).
FISGXPMBPXFISGX / PMBPX
Total Expense Ratio0.880.83106%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence36 years25 years-
Gain YTD2.738-0.575-476%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets159M30.8B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.60-6.30-10%
Returns for 3 years37.5032.88114%
Returns for 5 years-16.8726.58-63%
Returns for 10 years-10.3592.94-11%
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