GSWPX
Price
$23.82
Change
-$0.02 (-0.08%)
Updated
Aug 15 closing price
Net Assets
1.44B
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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GSWPX vs PMBJX

Header iconGSWPX vs PMBJX Comparison
Open Charts GSWPX vs PMBJXBanner chart's image
Goldman Sachs Small/Mid Cap Growth P
Price$23.82
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets1.44B
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
GSWPX vs PMBJX Comparison Chart in %
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GSWPX vs. PMBJX commentary
Aug 17, 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 GSWPX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. GSWPX (1.44B). PMBJX pays higher dividends than GSWPX: PMBJX (0.06) vs GSWPX (0.00). GSWPX was incepted earlier than PMBJX: GSWPX (7 years) vs PMBJX (24 years). GSWPX (0.91) is less costly to investors than PMBJX (0.78). GSWPX is a more actively managed with annual turnover of: 69.00 vs. PMBJX (10.50). GSWPX has a lower initial minimum investment than PMBJX: GSWPX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 8.97 vs. GSWPX (-1.49). PMBJX return over 5 years is better than : 44.05 vs. GSWPX (-5.85).
GSWPXPMBJXGSWPX / PMBJX
Total Expense Ratio0.910.78117%
Annual Report Gross Expense Ratio0.910.78117%
Fund Existence7 years24 years-
Gain YTD-3.3675.832-58%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.44B32.5B4%
Annual Yield % from dividends0.000.06-
Returns for 1 year-1.498.97-17%
Returns for 3 years11.5730.2538%
Returns for 5 years-5.8544.05-13%
Returns for 10 yearsN/A92.90-
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