GSWPX
Price
$25.20
Change
+$0.09 (+0.36%)
Updated
Dec 2 closing price
Net Assets
1.34B
PMBPX
Price
$44.05
Change
-$0.19 (-0.43%)
Updated
Dec 2 closing price
Net Assets
31.51B
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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$25.20
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.34B
Principal MidCap R5
Price$44.05
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets31.51B
GSWPX vs PMBPX Comparison Chart in %
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GSWPX vs. PMBPX commentary
Dec 04, 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: 31.5B vs. GSWPX (1.34B). 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: 69.00 vs. PMBPX (10.50). GSWPX (0) and PMBPX (0) have matching initial minimum investment requirements. GSWPX annual gain was more profitable for investors over the last year : -6.24 vs. PMBPX (-7.88). PMBPX return over 5 years is better than : 27.10 vs. GSWPX (-17.32).
GSWPXPMBPXGSWPX / PMBPX
Total Expense Ratio0.910.83110%
Annual Report Gross Expense Ratio0.910.83110%
Fund Existence8 years25 years-
Gain YTD1.8661.795104%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.34B31.5B4%
Annual Yield % from dividends0.000.01-
Returns for 1 year-6.24-7.8879%
Returns for 3 years22.6132.1570%
Returns for 5 years-17.3227.10-64%
Returns for 10 yearsN/A96.85-
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