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PCBIX vs SFMIX
PCBIX vs SFMIX Comparison
Open Charts PCBIX vs SFMIX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
American Beacon Stephens Mid-Cap Gr R5
Price$42.75
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets659.45M
PCBIX vs SFMIX Comparison Chart in %
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PCBIX vs. SFMIX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. SFMIX (659M). PCBIX pays higher dividends than SFMIX: PCBIX (0.12) vs SFMIX (0.00). PCBIX was incepted earlier than SFMIX: PCBIX (24 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 : 15.45 vs. PCBIX (9.35). PCBIX return over 5 years is better than : 46.92 vs. SFMIX (33.01).
| PCBIX | SFMIX | PCBIX / SFMIX | |
| Total Expense Ratio | 0.67 | 0.90 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 0.90 | 74% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 5.901 | 11.531 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 659M | 4,932% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.35 | 15.45 | 61% |
| Returns for 3 years | 31.62 | 33.01 | 96% |
| Returns for 5 years | 46.92 | 33.01 | 142% |
| Returns for 10 years | 101.31 | 108.42 | 93% |
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