GSWPX
Price
$22.71
Change
-$0.40 (-1.73%)
Updated
Jun 13 closing price
Net Assets
1.44B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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GSWPX vs PMBPX

Header iconGSWPX vs PMBPX Comparison
Open Charts GSWPX vs PMBPXBanner 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 R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
GSWPX vs PMBPX Comparison Chart
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GSWPX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. GSWPX (1.44B). PMBPX pays higher dividends than GSWPX: PMBPX (0.01) vs GSWPX (0.00). GSWPX was incepted earlier than PMBPX: GSWPX (7 years) vs PMBPX (25 years). GSWPX (0.91) is less costly to investors than PMBPX (0.83). GSWPX is a more actively managed with annual turnover of: 69.00 vs. PMBPX (10.50). GSWPX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. GSWPX (-4.18). PMBPX return over 5 years is better than : 54.31 vs. GSWPX (1.16).
GSWPXPMBPXGSWPX / PMBPX
Total Expense Ratio0.910.83110%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence7 years25 years-
Gain YTD-7.8701.933-407%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.44B30.6B5%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.1810.26-41%
Returns for 3 years29.5549.5260%
Returns for 5 years1.1654.312%
Returns for 10 yearsN/A92.68-
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