PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
SDSCX
Price
$23.36
Change
-$9.11 (-28.06%)
Updated
Feb 3 closing price
Net Assets
910.78M
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PMBPX vs SDSCX

Header iconPMBPX vs SDSCX Comparison
Open Charts PMBPX vs SDSCXBanner chart's image
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
BNY Mellon Sm/Md Cp Gr I
Price$23.36
Change-$9.11 (-28.06%)
VolumeN/A
Net Assets910.78M
PMBPX vs SDSCX Comparison Chart in %
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PMBPX vs. SDSCX commentary
Feb 04, 2026

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 PMBPX is a Hold and SDSCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. SDSCX (911M). PMBPX (0.00) and SDSCX (0.00) have matching dividends . PMBPX was incepted earlier than SDSCX: PMBPX (25 years) vs SDSCX (38 years). PMBPX (0.83) is less costly to investors than SDSCX (0.77). SDSCX is a more actively managed with annual turnover of: 48.92 vs. PMBPX (13.70). PMBPX has a lower initial minimum investment than SDSCX: PMBPX (0) vs SDSCX (1000). PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. SDSCX (-24.18). PMBPX return over 5 years is better than : 12.76 vs. SDSCX (-44.89).
PMBPXSDSCXPMBPX / SDSCX
Total Expense Ratio0.830.72115%
Annual Report Gross Expense Ratio0.830.77108%
Fund Existence25 years38 years-
Gain YTD-2.9319.415-31%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.3B911M3,326%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.17-24.1846%
Returns for 3 years21.00-8.54-246%
Returns for 5 years12.76-44.89-28%
Returns for 10 years119.3968.91173%
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