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PCBIX vs SFMRX
PCBIX vs SFMRX Comparison
Open Charts PCBIX vs SFMRX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.13B
American Beacon Stephens Mid-Cap Gr R6
Price$43.21
Change+$0.33 (+0.77%)
VolumeN/A
Net Assets680.55M
PCBIX vs SFMRX Comparison Chart in %
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PCBIX vs. SFMRX commentary
Sep 07, 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 SFMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.1B vs. SFMRX (681M). PCBIX pays higher dividends than SFMRX: PCBIX (0.12) vs SFMRX (0.00). PCBIX was incepted earlier than SFMRX: PCBIX (25 years) vs SFMRX (7 years). SFMRX (0.89) is less costly to investors than PCBIX (0.67). SFMRX is a more actively managed with annual turnover of: 24.00 vs. PCBIX (10.50). PCBIX (0) and SFMRX (0) have matching initial minimum investment requirements. SFMRX annual gain was more profitable for investors over the last year : 18.45 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. SFMRX (37.43).
| PCBIX | SFMRX | PCBIX / SFMRX | |
| Total Expense Ratio | 0.67 | 0.89 | 75% |
| Annual Report Gross Expense Ratio | 0.67 | 0.89 | 75% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 7.135 | 13.109 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1B | 681M | 4,860% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.41 | 18.45 | 51% |
| Returns for 3 years | 47.03 | 50.38 | 93% |
| Returns for 5 years | 49.14 | 37.43 | 131% |
| Returns for 10 years | 116.70 | N/A | - |
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