PMBMX
Price
$41.60
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
SDSCX
Price
$33.07
Change
+$0.41 (+1.26%)
Updated
Dec 3 closing price
Net Assets
956.9M
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PMBMX vs SDSCX

Header iconPMBMX vs SDSCX Comparison
Open Charts PMBMX vs SDSCXBanner chart's image
Principal MidCap R3
Price$41.60
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
BNY Mellon Sm/Md Cp Gr I
Price$33.07
Change+$0.41 (+1.26%)
VolumeN/A
Net Assets956.9M
PMBMX vs SDSCX Comparison Chart in %
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PMBMX vs. SDSCX commentary
Dec 04, 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: 31.6B vs. SDSCX (957M). 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 : 7.46 vs. PMBMX (-8.38). PMBMX return over 5 years is better than : 23.98 vs. SDSCX (-10.39).
PMBMXSDSCXPMBMX / SDSCX
Total Expense Ratio1.140.72158%
Annual Report Gross Expense Ratio1.140.77148%
Fund Existence25 years38 years-
Gain YTD1.46913.47211%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.6B957M3,302%
Annual Yield % from dividends0.020.00-
Returns for 1 year-8.387.46-112%
Returns for 3 years30.2534.4988%
Returns for 5 years23.98-10.39-231%
Returns for 10 years87.4388.0399%
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