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PCBIX vs SFMRX
PCBIX vs SFMRX Comparison
Open Charts PCBIX vs SFMRX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
American Beacon Stephens Mid-Cap Gr R6
Price$42.81
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets659.45M
PCBIX vs SFMRX Comparison Chart in %
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PCBIX vs. SFMRX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. SFMRX (659M). PCBIX pays higher dividends than SFMRX: PCBIX (0.12) vs SFMRX (0.00). PCBIX was incepted earlier than SFMRX: PCBIX (24 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 : 15.45 vs. PCBIX (9.35). PCBIX return over 5 years is better than : 46.92 vs. SFMRX (33.12).
| PCBIX | SFMRX | PCBIX / SFMRX | |
| Total Expense Ratio | 0.67 | 0.89 | 75% |
| Annual Report Gross Expense Ratio | 0.67 | 0.89 | 75% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 5.901 | 11.572 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| 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 | 60% |
| Returns for 3 years | 31.62 | 33.07 | 96% |
| Returns for 5 years | 46.92 | 33.12 | 142% |
| Returns for 10 years | 101.31 | N/A | - |
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