FISGX
Price
$41.97
Change
-$1.36 (-3.14%)
Updated
Nov 13 closing price
Net Assets
160.79M
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$41.97
Change-$1.36 (-3.14%)
VolumeN/A
Net Assets160.79M
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
FISGX vs PMBPX Comparison Chart in %
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FISGX vs. PMBPX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. FISGX (161M). 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 : 2.92 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. FISGX (-11.98).
FISGXPMBPXFISGX / PMBPX
Total Expense Ratio0.880.83106%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence36 years25 years-
Gain YTD6.8822.922236%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets161M32B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.92-4.82-61%
Returns for 3 years40.4534.82116%
Returns for 5 years-11.9831.53-38%
Returns for 10 years-4.09106.99-4%
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