PMBMX
Price
$39.51
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
SDSCX
Price
$22.03
Change
-$0.11 (-0.50%)
Updated
Dec 26 closing price
Net Assets
883.88M
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PMBMX vs SDSCX

Header iconPMBMX vs SDSCX Comparison
Open Charts PMBMX vs SDSCXBanner chart's image
Principal MidCap R3
Price$39.51
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
BNY Mellon Sm/Md Cp Gr I
Price$22.03
Change-$0.11 (-0.50%)
VolumeN/A
Net Assets883.88M
PMBMX vs SDSCX Comparison Chart in %
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PMBMX vs. SDSCX commentary
Dec 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 Hold and SDSCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. SDSCX (884M). 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). PMBMX annual gain was more profitable for investors over the last year : -5.21 vs. SDSCX (-25.55). PMBMX return over 5 years is better than : 16.99 vs. SDSCX (-44.95).
PMBMXSDSCXPMBMX / SDSCX
Total Expense Ratio1.140.72158%
Annual Report Gross Expense Ratio1.140.77148%
Fund Existence25 years38 years-
Gain YTD-3.280-23.50714%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B884M3,529%
Annual Yield % from dividends0.020.00-
Returns for 1 year-5.21-25.5520%
Returns for 3 years36.89-1.78-2,068%
Returns for 5 years16.99-44.95-38%
Returns for 10 years93.6337.95247%
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