GSWPX
Price
$22.58
Change
-$0.62 (-2.67%)
Updated
May 21 closing price
Net Assets
1.52B
PMBPX
Price
$44.27
Change
-$1.12 (-2.47%)
Updated
May 21 closing price
Net Assets
31.3B
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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$22.58
Change-$0.62 (-2.67%)
VolumeN/A
Net Assets1.52B
Principal MidCap R5
Price$44.27
Change-$1.12 (-2.47%)
VolumeN/A
Net Assets31.3B
GSWPX vs PMBPX Comparison Chart
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GSWPX vs. PMBPX commentary
May 23, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. GSWPX (1.52B). 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 (0.83). 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 : 10.21 vs. GSWPX (-5.23). PMBPX return over 5 years is better than : 67.13 vs. GSWPX (4.32).
GSWPXPMBPXGSWPX / PMBPX
Total Expense Ratio0.910.83110%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence7 years24 years-
Gain YTD-5.8824.441-132%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.52B31.3B5%
Annual Yield % from dividends0.000.01-
Returns for 1 year-5.2310.21-51%
Returns for 3 years26.6445.7358%
Returns for 5 years4.3267.136%
Returns for 10 yearsN/A94.81-
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