GSWPX
Price
$21.37
Change
+$0.04 (+0.19%)
Updated
Apr 25 closing price
Net Assets
1.42B
PMBPX
Price
$42.54
Change
-$0.21 (-0.49%)
Updated
Apr 25 closing price
Net Assets
29.18B
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GSWPX vs PMBPX

Header iconGSWPX vs PMBPX Comparison
Open Charts GSWPX vs PMBPXBanner chart's image
Goldman Sachs Small/Mid Cap Growth P
Price$21.37
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets1.42B
Principal MidCap R5
Price$42.54
Change-$0.21 (-0.49%)
VolumeN/A
Net Assets29.18B
GSWPX vs PMBPX Comparison Chart
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GSWPX vs. PMBPX commentary
Apr 28, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.2B vs. GSWPX (1.42B). PMBPX pays higher dividends than GSWPX: PMBPX (0.01) vs GSWPX (0.00). GSWPX was incepted earlier than PMBPX: GSWPX (7 years) vs PMBPX (24 years). GSWPX (0.91) is less costly to investors than PMBPX (0.84). GSWPX is a more actively managed with annual turnover of: 69.00 vs. PMBPX (10.50). GSWPX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 8.03 vs. GSWPX (-9.33). PMBPX return over 5 years is better than : 69.63 vs. GSWPX (7.98).
GSWPXPMBPXGSWPX / PMBPX
Total Expense Ratio0.910.84108%
Annual Report Gross Expense Ratio0.910.84108%
Fund Existence7 years24 years-
Gain YTD-13.306-2.117629%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.42B29.2B5%
Annual Yield % from dividends0.000.01-
Returns for 1 year-9.338.03-116%
Returns for 3 years4.7026.3518%
Returns for 5 years7.9869.6311%
Returns for 10 yearsN/A83.99-
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