Interact to see
Advertisement
Advertisement
GTMRX vs PCBIX
GTMRX vs PCBIX Comparison
Open Charts GTMRX vs PCBIX
Goldman Sachs Small/Mid Cap Growth R
Price$18.61
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.44B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
GTMRX vs PCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GTMRX vs. PCBIX commentary
Aug 18, 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 GTMRX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. GTMRX (1.44B). PCBIX pays higher dividends than GTMRX: PCBIX (0.12) vs GTMRX (0.00). GTMRX was incepted earlier than PCBIX: GTMRX (18 years) vs PCBIX (24 years). GTMRX (1.53) is less costly to investors than PCBIX (0.67). GTMRX is a more actively managed with annual turnover of: 69.00 vs. PCBIX (10.50). GTMRX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. GTMRX (-2.10). PCBIX return over 5 years is better than : 46.92 vs. GTMRX (-13.60).
| GTMRX | PCBIX | GTMRX / PCBIX | |
| Total Expense Ratio | 1.49 | 0.67 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 0.67 | 228% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -3.675 | 5.901 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 32.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -2.10 | 9.35 | -23% |
| Returns for 3 years | 9.54 | 31.62 | 30% |
| Returns for 5 years | -13.60 | 46.92 | -29% |
| Returns for 10 years | -13.60 | 101.31 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement