GSWPX
Price
$22.38
Change
+$0.04 (+0.18%)
Updated
Dec 24 closing price
Net Assets
1.23B
PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.16B
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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$22.38
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets1.23B
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.16B
GSWPX vs PMBPX Comparison Chart in %
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GSWPX vs. PMBPX commentary
Dec 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 Buy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. GSWPX (1.23B). PMBPX pays higher dividends than GSWPX: PMBPX (0.01) vs GSWPX (0.00). GSWPX was incepted earlier than PMBPX: GSWPX (8 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: 105.00 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 : -4.57 vs. GSWPX (-11.30). PMBPX return over 5 years is better than : 20.33 vs. GSWPX (-23.15).
GSWPXPMBPXGSWPX / PMBPX
Total Expense Ratio0.910.83110%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence8 years25 years-
Gain YTD-9.209-2.600354%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B31.2B4%
Annual Yield % from dividends0.000.01-
Returns for 1 year-11.30-4.57247%
Returns for 3 years16.3238.8942%
Returns for 5 years-23.1520.33-114%
Returns for 10 yearsN/A105.53-
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