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PCBIX vs SSMGX
PCBIX vs SSMGX Comparison
Open Charts PCBIX vs SSMGX
Principal MidCap Institutional
Price$47.13
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets32.48B
Sit Small Cap Growth
Price$68.53
Change-$0.28 (-0.41%)
VolumeN/A
Net Assets119.61M
PCBIX vs SSMGX Comparison Chart in %
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PCBIX vs. SSMGX commentary
Aug 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 PCBIX is a StrongBuy and SSMGX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. SSMGX (120M). PCBIX pays higher dividends than SSMGX: PCBIX (0.12) vs SSMGX (0.00). PCBIX was incepted earlier than SSMGX: PCBIX (24 years) vs SSMGX (31 years). SSMGX (1.50) is less costly to investors than PCBIX (0.67). SSMGX is a more actively managed with annual turnover of: 12.03 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than SSMGX: PCBIX (0) vs SSMGX (5000). PCBIX annual gain was more profitable for investors over the last year : 9.06 vs. SSMGX (2.69). PCBIX return over 5 years is better than : 47.02 vs. SSMGX (9.57).
| PCBIX | SSMGX | PCBIX / SSMGX | |
| Total Expense Ratio | 0.67 | 1.50 | 45% |
| Annual Report Gross Expense Ratio | 0.67 | 1.50 | 45% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 5.744 | 5.005 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 120M | 27,083% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.06 | 2.69 | 337% |
| Returns for 3 years | 34.84 | 14.74 | 236% |
| Returns for 5 years | 47.02 | 9.57 | 491% |
| Returns for 10 years | 113.70 | 21.72 | 523% |
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