GTMRX
Price
$18.61
Change
-$0.02 (-0.11%)
Updated
Aug 15 closing price
Net Assets
1.44B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.57B
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GTMRX vs PMBPX

Header iconGTMRX vs PMBPX Comparison
Open Charts GTMRX vs PMBPXBanner chart's image
Goldman Sachs Small/Mid Cap Growth R
Price$18.61
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.44B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.57B
GTMRX vs PMBPX Comparison Chart in %
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GTMRX vs. PMBPX 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 GTMRX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.6B vs. GTMRX (1.44B). PMBPX pays higher dividends than GTMRX: PMBPX (0.01) vs GTMRX (0.00). GTMRX was incepted earlier than PMBPX: GTMRX (18 years) vs PMBPX (25 years). GTMRX (1.53) is less costly to investors than PMBPX (0.83). GTMRX is a more actively managed with annual turnover of: 69.00 vs. PMBPX (10.50). GTMRX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 9.43 vs. GTMRX (-2.10). PMBPX return over 5 years is better than : 45.61 vs. GTMRX (-13.60).
GTMRXPMBPXGTMRX / PMBPX
Total Expense Ratio1.490.83180%
Annual Report Gross Expense Ratio1.530.83184%
Fund Existence18 years25 years-
Gain YTD-3.6756.098-60%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.44B32.6B4%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.109.43-22%
Returns for 3 years9.5431.1231%
Returns for 5 years-13.6045.61-30%
Returns for 10 years-13.6097.23-14%
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