FISGX
Price
$45.33
Change
+$0.63 (+1.41%)
Updated
Dec 11 closing price
Net Assets
172.1M
PMBJX
Price
$39.47
Change
-$2.07 (-4.98%)
Updated
Dec 11 closing price
Net Assets
29.83B
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FISGX vs PMBJX

Header iconFISGX vs PMBJX Comparison
Open Charts FISGX vs PMBJXBanner chart's image
Nuveen Small/Mid Cap Growth Opp I
Price$45.33
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets172.1M
Principal MidCap J
Price$39.47
Change-$2.07 (-4.98%)
VolumeN/A
Net Assets29.83B
FISGX vs PMBJX Comparison Chart in %
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FISGX vs. PMBJX commentary
Dec 13, 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 FISGX is a Buy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. FISGX (172M). PMBJX pays higher dividends than FISGX: PMBJX (0.06) vs FISGX (0.00). FISGX was incepted earlier than PMBJX: FISGX (36 years) vs PMBJX (25 years). FISGX (0.99) is less costly to investors than PMBJX (0.78). FISGX is a more actively managed with annual turnover of: 58.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than FISGX: PMBJX (1000) vs FISGX (100000). FISGX annual gain was more profitable for investors over the last year : 4.28 vs. PMBJX (-11.31). PMBJX return over 5 years is better than : 20.70 vs. FISGX (-15.13).
FISGXPMBJXFISGX / PMBJX
Total Expense Ratio0.880.78113%
Annual Report Gross Expense Ratio0.990.78127%
Fund Existence36 years25 years-
Gain YTD11.815-3.284-360%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets172M29.8B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.28-11.31-38%
Returns for 3 years46.6528.35165%
Returns for 5 years-15.1320.70-73%
Returns for 10 years-0.3791.84-0%
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