PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
SSMGX
Price
$68.49
Change
+$0.81 (+1.20%)
Updated
Jul 25 closing price
Net Assets
119.31M
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PMBJX vs SSMGX

Header iconPMBJX vs SSMGX Comparison
Open Charts PMBJX vs SSMGXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
Sit Small Cap Growth
Price$68.49
Change+$0.81 (+1.20%)
VolumeN/A
Net Assets119.31M
PMBJX vs SSMGX Comparison Chart in %
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PMBJX vs. SSMGX commentary
Jul 28, 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 StrongBuy and SSMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. SSMGX (119M). PMBJX pays higher dividends than SSMGX: PMBJX (0.06) vs SSMGX (0.00). PMBJX was incepted earlier than SSMGX: PMBJX (24 years) vs SSMGX (31 years). SSMGX (1.50) is less costly to investors than PMBJX (0.78). SSMGX is a more actively managed with annual turnover of: 12.03 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than SSMGX: PMBJX (1000) vs SSMGX (5000). PMBJX annual gain was more profitable for investors over the last year : 13.47 vs. SSMGX (2.39). PMBJX return over 5 years is better than : 55.02 vs. SSMGX (16.44).
PMBJXSSMGXPMBJX / SSMGX
Total Expense Ratio0.781.5052%
Annual Report Gross Expense Ratio0.781.5052%
Fund Existence24 years31 years-
Gain YTD8.6504.517191%
Front LoadN/AN/A-
Min. Initial Investment1000500020%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B119M27,899%
Annual Yield % from dividends0.060.00-
Returns for 1 year13.472.39563%
Returns for 3 years48.8823.78206%
Returns for 5 years55.0216.44335%
Returns for 10 years103.2614.28723%
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