PMBPX
Price
$44.27
Change
+$0.36 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
SSMGX
Price
$61.34
Change
+$1.04 (+1.72%)
Updated
May 8 closing price
Net Assets
105.26M
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PMBPX vs SSMGX

Header iconPMBPX vs SSMGX Comparison
Open Charts PMBPX vs SSMGXBanner chart's image
Principal MidCap R5
Price$44.27
Change+$0.36 (+0.82%)
VolumeN/A
Net Assets30.17B
Sit Small Cap Growth
Price$61.34
Change+$1.04 (+1.72%)
VolumeN/A
Net Assets105.26M
PMBPX vs SSMGX Comparison Chart
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PMBPX vs. SSMGX commentary
May 09, 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 SSMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. SSMGX (105M). PMBPX pays higher dividends than SSMGX: PMBPX (0.01) vs SSMGX (0.00). PMBPX was incepted earlier than SSMGX: PMBPX (24 years) vs SSMGX (31 years). SSMGX (1.50) is less costly to investors than PMBPX (0.83). SSMGX is a more actively managed with annual turnover of: 12.03 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SSMGX: PMBPX (0) vs SSMGX (5000). PMBPX annual gain was more profitable for investors over the last year : 8.97 vs. SSMGX (-7.84). PMBPX return over 5 years is better than : 64.72 vs. SSMGX (13.58).
PMBPXSSMGXPMBPX / SSMGX
Total Expense Ratio0.831.5055%
Annual Report Gross Expense Ratio0.831.5055%
Fund Existence24 years31 years-
Gain YTD1.035-7.981-13%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.2B105M28,762%
Annual Yield % from dividends0.010.00-
Returns for 1 year8.97-7.84-114%
Returns for 3 years41.389.32444%
Returns for 5 years64.7213.58477%
Returns for 10 years90.982.763,296%
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