FISGX
Price
$43.33
Change
-$0.05 (-0.12%)
Updated
Oct 17 closing price
Net Assets
167.99M
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
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FISGX vs PMBPX

Header iconFISGX vs PMBPX Comparison
Open Charts FISGX vs PMBPXBanner chart's image
Nuveen Small/Mid Cap Growth Opp I
Price$43.33
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets167.99M
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
FISGX vs PMBPX Comparison Chart in %
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FISGX vs. PMBPX commentary
Oct 19, 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 Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. FISGX (168M). PMBPX pays higher dividends than FISGX: PMBPX (0.01) vs FISGX (0.00). FISGX was incepted earlier than PMBPX: FISGX (36 years) vs PMBPX (25 years). FISGX (0.99) is less costly to investors than PMBPX (0.83). FISGX is a more actively managed with annual turnover of: 58.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FISGX: PMBPX (0) vs FISGX (100000). FISGX annual gain was more profitable for investors over the last year : 9.67 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. FISGX (-11.15).
FISGXPMBPXFISGX / PMBPX
Total Expense Ratio0.880.83106%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence36 years25 years-
Gain YTD6.8822.301299%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets168M31.8B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.67-2.88-336%
Returns for 3 years53.1649.26108%
Returns for 5 years-11.1536.06-31%
Returns for 10 years-6.74102.57-7%
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