GSMYX
Price
$20.73
Change
+$0.44 (+2.17%)
Updated
Apr 23 closing price
Net Assets
1.36B
PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
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GSMYX vs PMBPX

Header iconGSMYX vs PMBPX Comparison
Open Charts GSMYX vs PMBPXBanner chart's image
Goldman Sachs Small/Mid Cap Growth Instl
Price$20.73
Change+$0.44 (+2.17%)
VolumeN/A
Net Assets1.36B
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
GSMYX vs PMBPX Comparison Chart
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GSMYX vs. PMBPX commentary
Apr 25, 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 GSMYX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. GSMYX (1.36B). PMBPX pays higher dividends than GSMYX: PMBPX (0.01) vs GSMYX (0.00). GSMYX was incepted earlier than PMBPX: GSMYX (20 years) vs PMBPX (24 years). GSMYX (0.92) is less costly to investors than PMBPX (0.84). GSMYX is a more actively managed with annual turnover of: 69.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than GSMYX: PMBPX (0) vs GSMYX (1000000). PMBPX annual gain was more profitable for investors over the last year : 5.76 vs. GSMYX (-14.17). PMBPX return over 5 years is better than : 65.80 vs. GSMYX (2.63).
GSMYXPMBPXGSMYX / PMBPX
Total Expense Ratio0.920.84110%
Annual Report Gross Expense Ratio0.920.84110%
Fund Existence20 years24 years-
Gain YTD-17.520-4.326405%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.36B28.5B5%
Annual Yield % from dividends0.000.01-
Returns for 1 year-14.175.76-246%
Returns for 3 years-2.5921.34-12%
Returns for 5 years2.6365.804%
Returns for 10 years-10.5478.76-13%
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