PMBMX
Price
$41.26
Change
-$0.65 (-1.55%)
Updated
Nov 13 closing price
Net Assets
31.99B
SDSCX
Price
$31.36
Change
-$1.07 (-3.30%)
Updated
Nov 13 closing price
Net Assets
968.6M
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PMBMX vs SDSCX

Header iconPMBMX vs SDSCX Comparison
Open Charts PMBMX vs SDSCXBanner chart's image
Principal MidCap R3
Price$41.26
Change-$0.65 (-1.55%)
VolumeN/A
Net Assets31.99B
BNY Mellon Sm/Md Cp Gr I
Price$31.36
Change-$1.07 (-3.30%)
VolumeN/A
Net Assets968.6M
PMBMX vs SDSCX Comparison Chart in %
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PMBMX vs. SDSCX commentary
Nov 14, 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 Buy and SDSCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32B vs. SDSCX (969M). 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 : 11.21 vs. PMBMX (-5.35). PMBMX return over 5 years is better than : 28.27 vs. SDSCX (-11.71).
PMBMXSDSCXPMBMX / SDSCX
Total Expense Ratio1.140.72158%
Annual Report Gross Expense Ratio1.140.77148%
Fund Existence25 years38 years-
Gain YTD2.59512.60421%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32B969M3,302%
Annual Yield % from dividends0.020.00-
Returns for 1 year-5.3511.21-48%
Returns for 3 years32.8235.9791%
Returns for 5 years28.27-11.71-242%
Returns for 10 years96.9993.04104%
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