GSWPX
Price
$23.86
Change
+$0.14 (+0.59%)
Updated
Nov 19 closing price
Net Assets
1.28B
PMBJX
Price
$40.56
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$23.86
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets1.28B
Principal MidCap J
Price$40.56
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
GSWPX vs PMBJX Comparison Chart in %
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GSWPX vs. PMBJX 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 GSWPX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. GSWPX (1.28B). PMBJX pays higher dividends than GSWPX: PMBJX (0.06) vs GSWPX (0.00). GSWPX was incepted earlier than PMBJX: GSWPX (8 years) vs PMBJX (25 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 : -6.46 vs. GSWPX (-7.31). PMBJX return over 5 years is better than : 25.52 vs. GSWPX (-19.13).
GSWPXPMBJXGSWPX / PMBJX
Total Expense Ratio0.910.78117%
Annual Report Gross Expense Ratio0.910.78117%
Fund Existence8 years25 years-
Gain YTD-3.773-0.564669%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.28B30.8B4%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.31-6.46113%
Returns for 3 years19.5032.3960%
Returns for 5 years-19.1325.52-75%
Returns for 10 yearsN/A89.12-
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