PMBPX
Price
$45.91
Change
-$0.07 (-0.15%)
Updated
Aug 18 closing price
Net Assets
32.48B
SSMGX
Price
$68.53
Change
-$0.28 (-0.41%)
Updated
Aug 19 closing price
Net Assets
119.61M
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PMBPX vs SSMGX

Header iconPMBPX vs SSMGX Comparison
Open Charts PMBPX vs SSMGXBanner chart's image
Principal MidCap R5
Price$45.91
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets32.48B
Sit Small Cap Growth
Price$68.53
Change-$0.28 (-0.41%)
VolumeN/A
Net Assets119.61M
PMBPX vs SSMGX Comparison Chart in %
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PMBPX vs. SSMGX commentary
Aug 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. SSMGX (120M). 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 : 8.83 vs. SSMGX (2.69). PMBPX return over 5 years is better than : 45.30 vs. SSMGX (9.57).
PMBPXSSMGXPMBPX / SSMGX
Total Expense Ratio0.831.5055%
Annual Report Gross Expense Ratio0.831.5055%
Fund Existence25 years31 years-
Gain YTD5.6375.005113%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B120M27,083%
Annual Yield % from dividends0.010.00-
Returns for 1 year8.832.69329%
Returns for 3 years33.9414.74230%
Returns for 5 years45.309.57473%
Returns for 10 years108.8021.72501%
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