PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
SSMGX
Price
$66.26
Change
+$0.48 (+0.73%)
Updated
Jul 3 closing price
Net Assets
115.52M
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PMBJX vs SSMGX

Header iconPMBJX vs SSMGX Comparison
Open Charts PMBJX vs SSMGXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Sit Small Cap Growth
Price$66.26
Change+$0.48 (+0.73%)
VolumeN/A
Net Assets115.52M
PMBJX vs SSMGX Comparison Chart in %
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PMBJX vs. SSMGX commentary
Jul 07, 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: 32.3B vs. SSMGX (116M). 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 : 15.26 vs. SSMGX (1.22). PMBJX return over 5 years is better than : 58.39 vs. SSMGX (15.82).
PMBJXSSMGXPMBJX / SSMGX
Total Expense Ratio0.781.5052%
Annual Report Gross Expense Ratio0.781.5052%
Fund Existence24 years31 years-
Gain YTD7.0571.114633%
Front LoadN/AN/A-
Min. Initial Investment1000500020%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B116M27,845%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.261.221,248%
Returns for 3 years51.7925.23205%
Returns for 5 years58.3915.82369%
Returns for 10 years100.4610.51956%
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