GSMAX
Price
$20.54
Change
+$0.23 (+1.13%)
Updated
Jul 25 closing price
Net Assets
1.47B
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$20.54
Change+$0.23 (+1.13%)
VolumeN/A
Net Assets1.47B
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
GSMAX vs PMBJX Comparison Chart in %
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GSMAX vs. PMBJX commentary
Jul 28, 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 StrongBuy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. GSMAX (1.47B). PMBJX pays higher dividends than GSMAX: PMBJX (0.06) vs GSMAX (0.00). GSMAX was incepted earlier than PMBJX: GSMAX (20 years) vs PMBJX (24 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 : 13.47 vs. GSMAX (0.83). PMBJX return over 5 years is better than : 55.02 vs. GSMAX (-7.10).
GSMAXPMBJXGSMAX / PMBJX
Total Expense Ratio1.240.78159%
Annual Report Gross Expense Ratio1.280.78164%
Fund Existence20 years24 years-
Gain YTD-2.8848.650-33%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.47B33.2B4%
Annual Yield % from dividends0.000.06-
Returns for 1 year0.8313.476%
Returns for 3 years24.7948.8851%
Returns for 5 years-7.1055.02-13%
Returns for 10 years-7.35103.26-7%
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