GSWPX
Price
$24.60
Change
-$0.38 (-1.52%)
Updated
Sep 12 closing price
Net Assets
1.46B
PMBPX
Price
$46.71
Change
-$0.49 (-1.04%)
Updated
Sep 12 closing price
Net Assets
32.91B
Interact to see
Advertisement

GSWPX vs PMBPX

Header iconGSWPX vs PMBPX Comparison
Open Charts GSWPX vs PMBPXBanner chart's image
Goldman Sachs Small/Mid Cap Growth P
Price$24.60
Change-$0.38 (-1.52%)
VolumeN/A
Net Assets1.46B
Principal MidCap R5
Price$46.71
Change-$0.49 (-1.04%)
VolumeN/A
Net Assets32.91B
GSWPX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
GSWPX vs. PMBPX commentary
Sep 15, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. GSWPX (1.46B). PMBPX pays higher dividends than GSWPX: PMBPX (0.01) vs GSWPX (0.00). GSWPX was incepted earlier than PMBPX: GSWPX (7 years) vs PMBPX (25 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 : 8.59 vs. GSWPX (2.50). PMBPX return over 5 years is better than : 50.64 vs. GSWPX (-0.45).
GSWPXPMBPXGSWPX / PMBPX
Total Expense Ratio0.910.83110%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence7 years25 years-
Gain YTD-0.2037.478-3%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.46B32.9B4%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.508.5929%
Returns for 3 years23.6845.3052%
Returns for 5 years-0.4550.64-1%
Returns for 10 yearsN/A113.79-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CEPI40.200.16
+0.40%
Rex Crypto Equity Premium Income ETF
FDEV33.640.05
+0.16%
Fidelity International Multifactor ETF
ASIA32.710.01
+0.02%
Matthews Pacific Tiger Active ETF
PLDR35.55-0.05
-0.15%
Putnam Sustainable Leaders ETF
CGDV41.94-0.20
-0.47%
Capital Group Dividend Value ETF