PMBPX
Price
$45.97
Change
+$0.33 (+0.72%)
Updated
Oct 3 closing price
Net Assets
33.17B
SSMGX
Price
$70.84
Change
+$0.26 (+0.37%)
Updated
Oct 3 closing price
Net Assets
122.51M
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PMBPX vs SSMGX

Header iconPMBPX vs SSMGX Comparison
Open Charts PMBPX vs SSMGXBanner chart's image
Principal MidCap R5
Price$45.97
Change+$0.33 (+0.72%)
VolumeN/A
Net Assets33.17B
Sit Small Cap Growth
Price$70.84
Change+$0.26 (+0.37%)
VolumeN/A
Net Assets122.51M
PMBPX vs SSMGX Comparison Chart in %
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PMBPX vs. SSMGX commentary
Oct 06, 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: 33.2B vs. SSMGX (123M). 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 : 3.92 vs. SSMGX (1.72). PMBPX return over 5 years is better than : 45.53 vs. SSMGX (14.55).
PMBPXSSMGXPMBPX / SSMGX
Total Expense Ratio0.831.5055%
Annual Report Gross Expense Ratio0.831.5055%
Fund Existence25 years31 years-
Gain YTD5.7758.10371%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B123M26,992%
Annual Yield % from dividends0.010.00-
Returns for 1 year3.921.72227%
Returns for 3 years48.6430.20161%
Returns for 5 years45.5314.55313%
Returns for 10 years114.6030.56375%
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