PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
SSMGX
Price
$63.37
Change
-$1.04 (-1.61%)
Updated
Jun 13 closing price
Net Assets
110.49M
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PMBJX vs SSMGX

Header iconPMBJX vs SSMGX Comparison
Open Charts PMBJX vs SSMGXBanner chart's image
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
Sit Small Cap Growth
Price$63.37
Change-$1.04 (-1.61%)
VolumeN/A
Net Assets110.49M
PMBJX vs SSMGX Comparison Chart
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PMBJX vs. SSMGX commentary
Jun 15, 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: 30.6B vs. SSMGX (110M). 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 : 10.12 vs. SSMGX (-1.93). PMBJX return over 5 years is better than : 53.13 vs. SSMGX (15.41).
PMBJXSSMGXPMBJX / SSMGX
Total Expense Ratio0.781.5052%
Annual Report Gross Expense Ratio0.781.5052%
Fund Existence24 years31 years-
Gain YTD1.960-3.296-59%
Front LoadN/AN/A-
Min. Initial Investment1000500020%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B110M27,818%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.12-1.93-523%
Returns for 3 years48.9621.14232%
Returns for 5 years53.1315.41345%
Returns for 10 years88.943.822,330%
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