PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
SDSCX
Price
$29.26
Change
-$0.45 (-1.51%)
Updated
Jun 13 closing price
Net Assets
1.04B
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PMBMX vs SDSCX

Header iconPMBMX vs SDSCX Comparison
Open Charts PMBMX vs SDSCXBanner chart's image
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
BNY Mellon Sm/Md Cp Gr I
Price$29.26
Change-$0.45 (-1.51%)
VolumeN/A
Net Assets1.04B
PMBMX vs SDSCX Comparison Chart
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PMBMX vs. SDSCX commentary
Jun 16, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. SDSCX (1.04B). PMBMX pays higher dividends than SDSCX: PMBMX (0.02) vs SDSCX (0.00). PMBMX was incepted earlier than SDSCX: PMBMX (25 years) vs SDSCX (37 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 : 12.54 vs. PMBMX (9.71). PMBMX return over 5 years is better than : 50.58 vs. SDSCX (0.58).
PMBMXSDSCXPMBMX / SDSCX
Total Expense Ratio1.140.72158%
Annual Report Gross Expense Ratio1.140.77148%
Fund Existence25 years37 years-
Gain YTD1.7871.597112%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B1.04B2,945%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.7112.5477%
Returns for 3 years47.3836.92128%
Returns for 5 years50.580.588,655%
Returns for 10 years83.5456.39148%
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