PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
SDSCX
Price
$30.68
Change
+$0.30 (+0.99%)
Updated
Jul 3 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$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BNY Mellon Sm/Md Cp Gr I
Price$30.68
Change+$0.30 (+0.99%)
VolumeN/A
Net Assets1.08B
PMBMX vs SDSCX Comparison Chart in %
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PMBMX vs. SDSCX commentary
Jul 06, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B 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 : 18.27 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. SDSCX (-4.12).
PMBMXSDSCXPMBMX / SDSCX
Total Expense Ratio1.140.72158%
Annual Report Gross Expense Ratio1.140.77148%
Fund Existence25 years38 years-
Gain YTD6.8546.528105%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.08B2,996%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.8018.2781%
Returns for 3 years50.1938.01132%
Returns for 5 years55.71-4.12-1,350%
Returns for 10 years94.7466.02144%
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