PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
SSMGX
Price
$63.37
Change
-$1.04 (-1.61%)
Updated
Jun 13 closing price
Net Assets
110.49M
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PMBPX vs SSMGX

Header iconPMBPX vs SSMGX Comparison
Open Charts PMBPX vs SSMGXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
Sit Small Cap Growth
Price$63.37
Change-$1.04 (-1.61%)
VolumeN/A
Net Assets110.49M
PMBPX vs SSMGX Comparison Chart
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PMBPX vs. SSMGX commentary
Jun 15, 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: 30.6B vs. SSMGX (110M). 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 : 10.26 vs. SSMGX (-1.93). PMBPX return over 5 years is better than : 54.31 vs. SSMGX (15.41).
PMBPXSSMGXPMBPX / SSMGX
Total Expense Ratio0.831.5055%
Annual Report Gross Expense Ratio0.831.5055%
Fund Existence25 years31 years-
Gain YTD1.933-3.296-59%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B110M27,818%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.26-1.93-531%
Returns for 3 years49.5221.14234%
Returns for 5 years54.3115.41353%
Returns for 10 years92.683.822,428%
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