GSWPX
Price
$23.98
Change
+$0.28 (+1.18%)
Updated
Jul 25 closing price
Net Assets
1.47B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$23.98
Change+$0.28 (+1.18%)
VolumeN/A
Net Assets1.47B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
GSWPX vs PMBPX Comparison Chart in %
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GSWPX vs. PMBPX commentary
Jul 27, 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 StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. GSWPX (1.47B). 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 : 13.61 vs. GSWPX (1.22). PMBPX return over 5 years is better than : 56.25 vs. GSWPX (-2.12).
GSWPXPMBPXGSWPX / PMBPX
Total Expense Ratio0.910.83110%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence7 years25 years-
Gain YTD-2.7188.606-32%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.47B33.2B4%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.2213.619%
Returns for 3 years26.1449.3853%
Returns for 5 years-2.1256.25-4%
Returns for 10 yearsN/A107.27-
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