PMBMX
Price
$41.60
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
SSMGX
Price
$71.23
Change
-$0.07 (-0.10%)
Updated
Dec 2 closing price
Net Assets
122.02M
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PMBMX vs SSMGX

Header iconPMBMX vs SSMGX Comparison
Open Charts PMBMX vs SSMGXBanner chart's image
Principal MidCap R3
Price$41.60
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
Sit Small Cap Growth
Price$71.23
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets122.02M
PMBMX vs SSMGX Comparison Chart in %
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PMBMX vs. SSMGX 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 SSMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.6B vs. SSMGX (122M). 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: 11.22 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than SSMGX: PMBMX (0) vs SSMGX (5000). SSMGX annual gain was more profitable for investors over the last year : -3.64 vs. PMBMX (-8.38). PMBMX return over 5 years is better than : 23.98 vs. SSMGX (0.58).
PMBMXSSMGXPMBMX / SSMGX
Total Expense Ratio1.141.5076%
Annual Report Gross Expense Ratio1.141.5076%
Fund Existence25 years31 years-
Gain YTD1.4698.80517%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.6B122M25,902%
Annual Yield % from dividends0.020.00-
Returns for 1 year-8.38-3.64230%
Returns for 3 years30.2524.02126%
Returns for 5 years23.980.584,146%
Returns for 10 years87.4326.87325%
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