PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
SSMGX
Price
$66.26
Change
+$0.48 (+0.73%)
Updated
Jul 3 closing price
Net Assets
115.52M
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PMBMX vs SSMGX

Header iconPMBMX vs SSMGX Comparison
Open Charts PMBMX vs SSMGXBanner chart's image
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Sit Small Cap Growth
Price$66.26
Change+$0.48 (+0.73%)
VolumeN/A
Net Assets115.52M
PMBMX vs SSMGX Comparison Chart in %
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PMBMX vs. SSMGX commentary
Jul 07, 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 SSMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. SSMGX (116M). PMBMX pays higher dividends than SSMGX: PMBMX (0.02) vs SSMGX (0.00). PMBMX was incepted earlier than SSMGX: PMBMX (25 years) vs SSMGX (31 years). SSMGX (1.50) is less costly to investors than PMBMX (1.14). SSMGX is a more actively managed with annual turnover of: 12.03 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than SSMGX: PMBMX (0) vs SSMGX (5000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. SSMGX (1.22). PMBMX return over 5 years is better than : 55.71 vs. SSMGX (15.82).
PMBMXSSMGXPMBMX / SSMGX
Total Expense Ratio1.141.5076%
Annual Report Gross Expense Ratio1.141.5076%
Fund Existence25 years31 years-
Gain YTD6.8541.114615%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B116M27,845%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.801.221,211%
Returns for 3 years50.1925.23199%
Returns for 5 years55.7115.82352%
Returns for 10 years94.7410.51902%
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