GSMAX
Price
$20.73
Change
+$0.06 (+0.29%)
Updated
Oct 17 closing price
Net Assets
1.36B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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GSMAX vs PMBJX

Header iconGSMAX vs PMBJX Comparison
Open Charts GSMAX vs PMBJXBanner chart's image
Goldman Sachs Small/Mid Cap Growth A
Price$20.73
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets1.36B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
GSMAX vs PMBJX Comparison Chart in %
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GSMAX vs. PMBJX 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 GSMAX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. GSMAX (1.36B). PMBJX pays higher dividends than GSMAX: PMBJX (0.06) vs GSMAX (0.00). GSMAX was incepted earlier than PMBJX: GSMAX (20 years) vs PMBJX (25 years). GSMAX (1.28) is less costly to investors than PMBJX (0.78). GSMAX is a more actively managed with annual turnover of: 69.00 vs. PMBJX (10.50). GSMAX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : -3.03 vs. GSMAX (-5.30). PMBJX return over 5 years is better than : 34.98 vs. GSMAX (-19.06).
GSMAXPMBJXGSMAX / PMBJX
Total Expense Ratio1.240.78159%
Annual Report Gross Expense Ratio1.280.78164%
Fund Existence20 years25 years-
Gain YTD-1.9862.303-86%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.36B31.8B4%
Annual Yield % from dividends0.000.06-
Returns for 1 year-5.30-3.03175%
Returns for 3 years26.9448.6755%
Returns for 5 years-19.0634.98-54%
Returns for 10 years2.4798.613%
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