PMBJX
Price
$40.56
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
SSMGX
Price
$68.41
Change
+$0.80 (+1.18%)
Updated
Nov 19 closing price
Net Assets
115.74M
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PMBJX vs SSMGX

Header iconPMBJX vs SSMGX Comparison
Open Charts PMBJX vs SSMGXBanner chart's image
Principal MidCap J
Price$40.56
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
Sit Small Cap Growth
Price$68.41
Change+$0.80 (+1.18%)
VolumeN/A
Net Assets115.74M
PMBJX vs SSMGX Comparison Chart in %
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PMBJX vs. SSMGX commentary
Nov 20, 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 PMBJX is a Hold and SSMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. SSMGX (116M). PMBJX pays higher dividends than SSMGX: PMBJX (0.06) vs SSMGX (0.00). PMBJX was incepted earlier than SSMGX: PMBJX (25 years) vs SSMGX (31 years). SSMGX (1.50) is less costly to investors than PMBJX (0.78). SSMGX is a more actively managed with annual turnover of: 11.22 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than SSMGX: PMBJX (1000) vs SSMGX (5000). SSMGX annual gain was more profitable for investors over the last year : -4.04 vs. PMBJX (-6.46). PMBJX return over 5 years is better than : 25.52 vs. SSMGX (-2.13).
PMBJXSSMGXPMBJX / SSMGX
Total Expense Ratio0.781.5052%
Annual Report Gross Expense Ratio0.781.5052%
Fund Existence25 years31 years-
Gain YTD-0.5643.174-18%
Front LoadN/AN/A-
Min. Initial Investment1000500020%
Min. Initial Investment IRAN/AN/A-
Net Assets30.8B116M26,552%
Annual Yield % from dividends0.060.00-
Returns for 1 year-6.46-4.04160%
Returns for 3 years32.3921.40151%
Returns for 5 years25.52-2.13-1,199%
Returns for 10 years89.1221.62412%
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