PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
SSMGX
Price
$68.49
Change
+$0.81 (+1.20%)
Updated
Jul 25 closing price
Net Assets
119.31M
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PMBPX vs SSMGX

Header iconPMBPX vs SSMGX Comparison
Open Charts PMBPX vs SSMGXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
Sit Small Cap Growth
Price$68.49
Change+$0.81 (+1.20%)
VolumeN/A
Net Assets119.31M
PMBPX vs SSMGX Comparison Chart in %
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PMBPX vs. SSMGX commentary
Jul 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 PMBPX is a StrongBuy and SSMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. SSMGX (119M). 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 : 13.61 vs. SSMGX (2.39). PMBPX return over 5 years is better than : 56.25 vs. SSMGX (16.44).
PMBPXSSMGXPMBPX / SSMGX
Total Expense Ratio0.831.5055%
Annual Report Gross Expense Ratio0.831.5055%
Fund Existence25 years31 years-
Gain YTD8.6064.517191%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B119M27,899%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.612.39569%
Returns for 3 years49.3823.78208%
Returns for 5 years56.2516.44342%
Returns for 10 years107.2714.28751%
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