PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
SSMGX
Price
$68.49
Change
+$0.81 (+1.20%)
Updated
Jul 25 closing price
Net Assets
119.31M
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PMBMX vs SSMGX

Header iconPMBMX vs SSMGX Comparison
Open Charts PMBMX vs SSMGXBanner chart's image
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
Sit Small Cap Growth
Price$68.49
Change+$0.81 (+1.20%)
VolumeN/A
Net Assets119.31M
PMBMX vs SSMGX Comparison Chart in %
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PMBMX vs. SSMGX commentary
Jul 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 StrongBuy and SSMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. SSMGX (119M). 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 : 13.04 vs. SSMGX (2.39). PMBMX return over 5 years is better than : 52.44 vs. SSMGX (16.44).
PMBMXSSMGXPMBMX / SSMGX
Total Expense Ratio1.141.5076%
Annual Report Gross Expense Ratio1.141.5076%
Fund Existence25 years31 years-
Gain YTD8.4214.517186%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B119M27,899%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.042.39545%
Returns for 3 years47.2723.78199%
Returns for 5 years52.4416.44319%
Returns for 10 years97.4214.28682%
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