PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
SDSCX
Price
$31.04
Change
+$0.21 (+0.68%)
Updated
Jul 25 closing price
Net Assets
1.08B
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PMBMX vs SDSCX

Header iconPMBMX vs SDSCX Comparison
Open Charts PMBMX vs SDSCXBanner chart's image
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
BNY Mellon Sm/Md Cp Gr I
Price$31.04
Change+$0.21 (+0.68%)
VolumeN/A
Net Assets1.08B
PMBMX vs SDSCX Comparison Chart in %
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PMBMX vs. SDSCX 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 PMBMX is a StrongBuy and SDSCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. SDSCX (1.08B). PMBMX pays higher dividends than SDSCX: PMBMX (0.02) vs SDSCX (0.00). PMBMX was incepted earlier than SDSCX: PMBMX (25 years) vs SDSCX (38 years). PMBMX (1.14) is less costly to investors than SDSCX (0.77). SDSCX is a more actively managed with annual turnover of: 48.92 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than SDSCX: PMBMX (0) vs SDSCX (1000). SDSCX annual gain was more profitable for investors over the last year : 20.08 vs. PMBMX (13.04). PMBMX return over 5 years is better than : 52.44 vs. SDSCX (-4.49).
PMBMXSDSCXPMBMX / SDSCX
Total Expense Ratio1.140.72158%
Annual Report Gross Expense Ratio1.140.77148%
Fund Existence25 years38 years-
Gain YTD8.4217.778108%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B1.08B3,077%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.0420.0865%
Returns for 3 years47.2733.22142%
Returns for 5 years52.44-4.49-1,167%
Returns for 10 years97.4268.42142%
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