FISGX
Price
$41.40
Change
-$0.09 (-0.22%)
Updated
Jul 28 closing price
Net Assets
173.52M
PMBPX
Price
$46.97
Change
-$0.23 (-0.49%)
Updated
Jul 28 closing price
Net Assets
33.21B
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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$41.40
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets173.52M
Principal MidCap R5
Price$46.97
Change-$0.23 (-0.49%)
VolumeN/A
Net Assets33.21B
FISGX vs PMBPX Comparison Chart in %
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FISGX vs. PMBPX commentary
Jul 29, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. FISGX (174M). 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). PMBPX annual gain was more profitable for investors over the last year : 11.21 vs. FISGX (10.02). PMBPX return over 5 years is better than : 52.86 vs. FISGX (-6.19).
FISGXPMBPXFISGX / PMBPX
Total Expense Ratio0.880.83106%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence36 years25 years-
Gain YTD2.1218.07626%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets174M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year10.0211.2189%
Returns for 3 years33.2940.4782%
Returns for 5 years-6.1952.86-12%
Returns for 10 years-17.35102.98-17%
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