FISGX
Price
$41.37
Change
+$0.35 (+0.85%)
Updated
Jul 3 closing price
Net Assets
175.1M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$41.37
Change+$0.35 (+0.85%)
VolumeN/A
Net Assets175.1M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
FISGX vs PMBJX Comparison Chart in %
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FISGX vs. PMBJX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. FISGX (175M). PMBJX pays higher dividends than FISGX: PMBJX (0.06) vs FISGX (0.00). FISGX was incepted earlier than PMBJX: FISGX (36 years) vs PMBJX (24 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). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. FISGX (8.81). PMBJX return over 5 years is better than : 58.39 vs. FISGX (-1.03).
FISGXPMBJXFISGX / PMBJX
Total Expense Ratio0.880.78113%
Annual Report Gross Expense Ratio0.990.78127%
Fund Existence36 years24 years-
Gain YTD2.0477.05729%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets175M32.3B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year8.8115.2658%
Returns for 3 years46.8151.7990%
Returns for 5 years-1.0358.39-2%
Returns for 10 years-16.58100.46-17%
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