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PCBIX vs SFMIX
PCBIX vs SFMIX Comparison
Open Charts PCBIX vs SFMIX
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
American Beacon Stephens Mid-Cap Gr R5
Price$43.63
Change+$0.48 (+1.11%)
VolumeN/A
Net Assets687.53M
PCBIX vs SFMIX Comparison Chart in %
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PCBIX vs. SFMIX commentary
Sep 09, 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 PCBIX is a StrongBuy and SFMIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. SFMIX (688M). PCBIX pays higher dividends than SFMIX: PCBIX (0.12) vs SFMIX (0.00). PCBIX was incepted earlier than SFMIX: PCBIX (25 years) vs SFMIX (19 years). SFMIX (0.90) is less costly to investors than PCBIX (0.67). SFMIX is a more actively managed with annual turnover of: 24.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than SFMIX: PCBIX (0) vs SFMIX (250000). SFMIX annual gain was more profitable for investors over the last year : 20.72 vs. PCBIX (11.52). PCBIX return over 5 years is better than : 51.28 vs. SFMIX (39.17).
| PCBIX | SFMIX | PCBIX / SFMIX | |
| Total Expense Ratio | 0.67 | 0.90 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 0.90 | 74% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 8.100 | 13.827 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.4B | 688M | 4,855% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 11.52 | 20.72 | 56% |
| Returns for 3 years | 42.27 | 43.14 | 98% |
| Returns for 5 years | 51.28 | 39.17 | 131% |
| Returns for 10 years | 120.63 | 126.18 | 96% |
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