PMBMX
Price
$39.51
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
SSMGX
Price
$69.45
Change
-$0.10 (-0.14%)
Updated
Dec 26 closing price
Net Assets
122.97M
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PMBMX vs SSMGX

Header iconPMBMX vs SSMGX Comparison
Open Charts PMBMX vs SSMGXBanner chart's image
Principal MidCap R3
Price$39.51
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
Sit Small Cap Growth
Price$69.45
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets122.97M
PMBMX vs SSMGX Comparison Chart in %
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PMBMX vs. SSMGX commentary
Dec 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 Hold and SSMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. SSMGX (123M). PMBMX pays higher dividends than SSMGX: PMBMX (0.02) vs SSMGX (0.00). PMBMX was incepted earlier than SSMGX: PMBMX (25 years) vs SSMGX (32 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 : 3.75 vs. PMBMX (-5.21). PMBMX return over 5 years is better than : 16.99 vs. SSMGX (-5.73).
PMBMXSSMGXPMBMX / SSMGX
Total Expense Ratio1.141.5076%
Annual Report Gross Expense Ratio1.141.5076%
Fund Existence25 years32 years-
Gain YTD-3.2805.982-55%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B123M25,366%
Annual Yield % from dividends0.020.00-
Returns for 1 year-5.213.75-139%
Returns for 3 years36.8931.26118%
Returns for 5 years16.99-5.73-297%
Returns for 10 years93.6339.88235%
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