FISGX
Price
$41.37
Change
+$0.35 (+0.85%)
Updated
Jul 3 closing price
Net Assets
175.1M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$41.37
Change+$0.35 (+0.85%)
VolumeN/A
Net Assets175.1M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
FISGX vs PMBPX Comparison Chart in %
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FISGX vs. PMBPX commentary
Jul 06, 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: 32.3B vs. FISGX (175M). 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 : 15.41 vs. FISGX (8.81). PMBPX return over 5 years is better than : 59.60 vs. FISGX (-1.03).
FISGXPMBPXFISGX / PMBPX
Total Expense Ratio0.880.83106%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence36 years25 years-
Gain YTD2.0477.04129%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets175M32.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.8115.4157%
Returns for 3 years46.8152.3989%
Returns for 5 years-1.0359.60-2%
Returns for 10 years-16.58104.46-16%
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