PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
SDSCX
Price
$31.83
Change
-$0.26 (-0.81%)
Updated
Oct 17 closing price
Net Assets
1.01B
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PMBPX vs SDSCX

Header iconPMBPX vs SDSCX Comparison
Open Charts PMBPX vs SDSCXBanner chart's image
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
BNY Mellon Sm/Md Cp Gr I
Price$31.83
Change-$0.26 (-0.81%)
VolumeN/A
Net Assets1.01B
PMBPX vs SDSCX Comparison Chart in %
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PMBPX vs. SDSCX commentary
Oct 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 PMBPX is a Buy and SDSCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. SDSCX (1.01B). PMBPX pays higher dividends than SDSCX: PMBPX (0.01) vs SDSCX (0.00). PMBPX was incepted earlier than SDSCX: PMBPX (25 years) vs SDSCX (38 years). PMBPX (0.83) is less costly to investors than SDSCX (0.77). SDSCX is a more actively managed with annual turnover of: 48.92 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SDSCX: PMBPX (0) vs SDSCX (1000). SDSCX annual gain was more profitable for investors over the last year : 17.76 vs. PMBPX (-3.33). PMBPX return over 5 years is better than : 35.41 vs. SDSCX (-14.61).
PMBPXSDSCXPMBPX / SDSCX
Total Expense Ratio0.830.72115%
Annual Report Gross Expense Ratio0.830.77108%
Fund Existence25 years38 years-
Gain YTD1.81811.42416%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B1.01B3,152%
Annual Yield % from dividends0.010.00-
Returns for 1 year-3.3317.76-19%
Returns for 3 years48.5543.71111%
Returns for 5 years35.41-14.61-242%
Returns for 10 years101.6292.39110%
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