PMBPX
Price
$46.52
Change
+$0.48 (+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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PMBPX vs SSMGX

Header iconPMBPX vs SSMGX Comparison
Open Charts PMBPX vs SSMGXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
Sit Small Cap Growth
Price$66.26
Change+$0.48 (+0.73%)
VolumeN/A
Net Assets115.52M
PMBPX vs SSMGX Comparison Chart in %
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PMBPX 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 PMBPX is a StrongBuy and SSMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. SSMGX (116M). PMBPX pays higher dividends than SSMGX: PMBPX (0.01) vs SSMGX (0.00). PMBPX was incepted earlier than SSMGX: PMBPX (25 years) vs SSMGX (31 years). SSMGX (1.50) is less costly to investors than PMBPX (0.83). SSMGX is a more actively managed with annual turnover of: 12.03 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SSMGX: PMBPX (0) vs SSMGX (5000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. SSMGX (1.22). PMBPX return over 5 years is better than : 59.60 vs. SSMGX (15.82).
PMBPXSSMGXPMBPX / SSMGX
Total Expense Ratio0.831.5055%
Annual Report Gross Expense Ratio0.831.5055%
Fund Existence25 years31 years-
Gain YTD7.0411.114632%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B116M27,845%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.411.221,261%
Returns for 3 years52.3925.23208%
Returns for 5 years59.6015.82377%
Returns for 10 years104.4610.51994%
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