FISGX
Price
$37.35
Change
+$0.68 (+1.85%)
Updated
May 8 closing price
Net Assets
157.67M
PMBPX
Price
$44.27
Change
+$0.36 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
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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$37.35
Change+$0.68 (+1.85%)
VolumeN/A
Net Assets157.67M
Principal MidCap R5
Price$44.27
Change+$0.36 (+0.82%)
VolumeN/A
Net Assets30.17B
FISGX vs PMBPX Comparison Chart
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FISGX vs. PMBPX commentary
May 10, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. FISGX (158M). PMBPX pays higher dividends than FISGX: PMBPX (0.01) vs FISGX (0.00). FISGX was incepted earlier than PMBPX: FISGX (35 years) vs PMBPX (24 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). PMBPX annual gain was more profitable for investors over the last year : 8.97 vs. FISGX (-2.94). PMBPX return over 5 years is better than : 64.72 vs. FISGX (-2.76).
FISGXPMBPXFISGX / PMBPX
Total Expense Ratio0.880.83106%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence35 years24 years-
Gain YTD-9.5461.035-922%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets158M30.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.948.97-33%
Returns for 3 years29.9941.3872%
Returns for 5 years-2.7664.72-4%
Returns for 10 years-25.7590.98-28%
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