GTMRX
Price
$19.10
Change
+$0.18 (+0.95%)
Updated
Sep 4 closing price
Net Assets
1.45B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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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$19.10
Change+$0.18 (+0.95%)
VolumeN/A
Net Assets1.45B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
GTMRX vs PMBPX Comparison Chart in %
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GTMRX vs. PMBPX commentary
Sep 08, 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 StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. GTMRX (1.45B). 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 : 9.16 vs. GTMRX (3.13). PMBPX return over 5 years is better than : 47.38 vs. GTMRX (-10.33).
GTMRXPMBPXGTMRX / PMBPX
Total Expense Ratio1.490.83180%
Annual Report Gross Expense Ratio1.530.83184%
Fund Existence18 years25 years-
Gain YTD-1.1397.018-16%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.45B33.1B4%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.139.1634%
Returns for 3 years24.3546.0453%
Returns for 5 years-10.3347.38-22%
Returns for 10 years-6.92111.63-6%
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