GSWPX
Price
$22.71
Change
-$0.40 (-1.73%)
Updated
Jun 13 closing price
Net Assets
1.44B
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
Interact to see
Advertisement

GSWPX vs PMBMX

Header iconGSWPX vs PMBMX Comparison
Open Charts GSWPX vs PMBMXBanner chart's image
Goldman Sachs Small/Mid Cap Growth P
Price$22.71
Change-$0.40 (-1.73%)
VolumeN/A
Net Assets1.44B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
GSWPX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
GSWPX vs. PMBMX commentary
Jun 16, 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 GSWPX is a Hold and PMBMX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. GSWPX (1.44B). PMBMX pays higher dividends than GSWPX: PMBMX (0.02) vs GSWPX (0.00). GSWPX was incepted earlier than PMBMX: GSWPX (7 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than GSWPX (0.91). GSWPX is a more actively managed with annual turnover of: 69.00 vs. PMBMX (10.50). GSWPX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. GSWPX (-4.18). PMBMX return over 5 years is better than : 50.58 vs. GSWPX (1.16).
GSWPXPMBMXGSWPX / PMBMX
Total Expense Ratio0.911.1480%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence7 years25 years-
Gain YTD-7.8701.787-440%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.44B30.6B5%
Annual Yield % from dividends0.000.02-
Returns for 1 year-4.189.71-43%
Returns for 3 years29.5547.3862%
Returns for 5 years1.1650.582%
Returns for 10 yearsN/A83.54-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ASX10.05-0.18
-1.76%
ASE Technology Holding Co Ltd
CXM7.95-0.16
-1.97%
Sprinklr
NPWR2.50-0.07
-2.72%
NET Power
CLPT11.54-0.54
-4.47%
ClearPoint Neuro
RVYL0.68-0.06
-8.26%
Ryvyl