PMBPX
Price
$41.98
Change
-$0.21 (-0.50%)
Updated
Dec 12 closing price
Net Assets
30.94B
SSMGX
Price
$72.64
Change
-$1.52 (-2.05%)
Updated
Dec 12 closing price
Net Assets
126.8M
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PMBPX vs SSMGX

Header iconPMBPX vs SSMGX Comparison
Open Charts PMBPX vs SSMGXBanner chart's image
Principal MidCap R5
Price$41.98
Change-$0.21 (-0.50%)
VolumeN/A
Net Assets30.94B
Sit Small Cap Growth
Price$72.64
Change-$1.52 (-2.05%)
VolumeN/A
Net Assets126.8M
PMBPX vs SSMGX Comparison Chart in %
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PMBPX vs. SSMGX commentary
Dec 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 Hold and SSMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. SSMGX (127M). 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 : 1.97 vs. PMBPX (-10.82). PMBPX return over 5 years is better than : 22.09 vs. SSMGX (2.40).
PMBPXSSMGXPMBPX / SSMGX
Total Expense Ratio0.831.5055%
Annual Report Gross Expense Ratio0.831.5055%
Fund Existence25 years31 years-
Gain YTD-2.92213.170-22%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B127M24,331%
Annual Yield % from dividends0.010.00-
Returns for 1 year-10.821.97-550%
Returns for 3 years29.3532.4091%
Returns for 5 years22.092.40919%
Returns for 10 years96.4139.56244%
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