PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
SDSCX
Price
$31.83
Change
-$0.26 (-0.81%)
Updated
Oct 17 closing price
Net Assets
1B
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PMBJX vs SDSCX

Header iconPMBJX vs SDSCX Comparison
Open Charts PMBJX vs SDSCXBanner chart's image
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
BNY Mellon Sm/Md Cp Gr I
Price$31.83
Change-$0.26 (-0.81%)
VolumeN/A
Net Assets1B
PMBJX vs SDSCX Comparison Chart in %
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PMBJX vs. SDSCX commentary
Oct 21, 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 PMBJX is a Buy and SDSCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. SDSCX (1B). PMBJX pays higher dividends than SDSCX: PMBJX (0.06) vs SDSCX (0.00). PMBJX was incepted earlier than SDSCX: PMBJX (25 years) vs SDSCX (38 years). PMBJX (0.78) and SDSCX (0.77) have similar cost to investors . SDSCX is a more actively managed with annual turnover of: 48.92 vs. PMBJX (10.50). PMBJX (1000) and SDSCX (1000) have matching initial minimum investment requirements. SDSCX annual gain was more profitable for investors over the last year : 16.81 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. SDSCX (-15.30).
PMBJXSDSCXPMBJX / SDSCX
Total Expense Ratio0.780.72108%
Annual Report Gross Expense Ratio0.780.77101%
Fund Existence25 years38 years-
Gain YTD2.30310.52122%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B1B3,190%
Annual Yield % from dividends0.060.00-
Returns for 1 year-3.0316.81-18%
Returns for 3 years48.6742.54114%
Returns for 5 years34.98-15.30-229%
Returns for 10 years98.6190.83109%
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