PMBPX
Price
$44.55
Change
+$0.15 (+0.34%)
Updated
Jun 20 closing price
Net Assets
30.62B
SSMGX
Price
$62.80
Change
-$0.36 (-0.57%)
Updated
Jun 20 closing price
Net Assets
109.43M
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PMBPX vs SSMGX

Header iconPMBPX vs SSMGX Comparison
Open Charts PMBPX vs SSMGXBanner chart's image
Principal MidCap R5
Price$44.55
Change+$0.15 (+0.34%)
VolumeN/A
Net Assets30.62B
Sit Small Cap Growth
Price$62.80
Change-$0.36 (-0.57%)
VolumeN/A
Net Assets109.43M
PMBPX vs SSMGX Comparison Chart in %
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PMBPX vs. SSMGX commentary
Jun 22, 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: 30.6B vs. SSMGX (109M). PMBPX pays higher dividends than SSMGX: PMBPX (0.01) vs SSMGX (0.00). PMBPX was incepted earlier than SSMGX: PMBPX (25 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 : 10.12 vs. SSMGX (-3.71). PMBPX return over 5 years is better than : 52.69 vs. SSMGX (10.97).
PMBPXSSMGXPMBPX / SSMGX
Total Expense Ratio0.831.5055%
Annual Report Gross Expense Ratio0.831.5055%
Fund Existence25 years31 years-
Gain YTD2.508-4.166-60%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B109M28,073%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.12-3.71-273%
Returns for 3 years51.8021.85237%
Returns for 5 years52.6910.97480%
Returns for 10 years90.721.167,822%
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