FISGX
Price
$44.10
Change
+$0.44 (+1.01%)
Updated
Dec 3 closing price
Net Assets
167.76M
PMBJX
Price
$41.70
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
Interact to see
Advertisement

FISGX vs PMBJX

Header iconFISGX vs PMBJX Comparison
Open Charts FISGX vs PMBJXBanner chart's image
Nuveen Small/Mid Cap Growth Opp I
Price$44.10
Change+$0.44 (+1.01%)
VolumeN/A
Net Assets167.76M
Principal MidCap J
Price$41.70
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
FISGX vs PMBJX Comparison Chart in %
View a ticker or compare two or three
VS
FISGX vs. PMBJX commentary
Dec 04, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.6B vs. FISGX (168M). 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 : 0.85 vs. PMBJX (-8.04). PMBJX return over 5 years is better than : 26.06 vs. FISGX (-16.72).
FISGXPMBJXFISGX / PMBJX
Total Expense Ratio0.880.78113%
Annual Report Gross Expense Ratio0.990.78127%
Fund Existence36 years25 years-
Gain YTD7.7701.813429%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets168M31.6B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year0.85-8.04-11%
Returns for 3 years38.0431.65120%
Returns for 5 years-16.7226.06-64%
Returns for 10 years-7.1893.01-8%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PNORX127.23N/A
N/A
Putnam Sustainable Leaders R
SLVYX27.16N/A
N/A
Saratoga Large Capitalization Value A
WASAX24.31N/A
N/A
Nomura Asset Strategy Fund Cl A
AMOMX24.90N/A
N/A
AQR Large Cap Momentum Style I
RTISX12.63N/A
N/A
Russell Inv Multifactor Intl Eq S