GTMRX
Price
$16.70
Change
+$0.44 (+2.71%)
Updated
Apr 24 closing price
Net Assets
1.39B
PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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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$16.70
Change+$0.44 (+2.71%)
VolumeN/A
Net Assets1.39B
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
GTMRX vs PMBPX Comparison Chart
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GTMRX vs. PMBPX commentary
Apr 25, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. GTMRX (1.39B). PMBPX pays higher dividends than GTMRX: PMBPX (0.01) vs GTMRX (0.00). GTMRX was incepted earlier than PMBPX: GTMRX (17 years) vs PMBPX (24 years). GTMRX (1.53) is less costly to investors than PMBPX (0.84). 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 : 6.75 vs. GTMRX (-12.86). PMBPX return over 5 years is better than : 68.04 vs. GTMRX (-3.67).
GTMRXPMBPXGTMRX / PMBPX
Total Expense Ratio1.490.84177%
Annual Report Gross Expense Ratio1.530.84182%
Fund Existence17 years24 years-
Gain YTD-15.839-3.037521%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.39B28.9B5%
Annual Yield % from dividends0.000.01-
Returns for 1 year-12.866.75-191%
Returns for 3 years-3.7921.73-17%
Returns for 5 years-3.6768.04-5%
Returns for 10 years-22.5082.65-27%
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