PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
SSMGX
Price
$69.05
Change
-$1.83 (-2.58%)
Updated
Nov 13 closing price
Net Assets
121.57M
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PMBPX vs SSMGX

Header iconPMBPX vs SSMGX Comparison
Open Charts PMBPX vs SSMGXBanner chart's image
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
Sit Small Cap Growth
Price$69.05
Change-$1.83 (-2.58%)
VolumeN/A
Net Assets121.57M
PMBPX vs SSMGX Comparison Chart in %
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PMBPX vs. SSMGX commentary
Nov 14, 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 Buy and SSMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. SSMGX (122M). 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: 11.22 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SSMGX: PMBPX (0) vs SSMGX (5000). SSMGX annual gain was more profitable for investors over the last year : -3.39 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. SSMGX (4.01).
PMBPXSSMGXPMBPX / SSMGX
Total Expense Ratio0.831.5055%
Annual Report Gross Expense Ratio0.831.5055%
Fund Existence25 years31 years-
Gain YTD2.9228.16436%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets32B122M26,230%
Annual Yield % from dividends0.010.00-
Returns for 1 year-4.82-3.39142%
Returns for 3 years34.8224.77141%
Returns for 5 years31.534.01787%
Returns for 10 years106.9930.77348%
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