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PCBIX vs SMFAX
PCBIX vs SMFAX Comparison
Open Charts PCBIX vs SMFAX
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
American Beacon Stephens Mid-Cap Gr A
Price$34.26
Change+$0.38 (+1.12%)
VolumeN/A
Net Assets683.11M
PCBIX vs SMFAX Comparison Chart in %
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PCBIX vs. SMFAX 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 SMFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. SMFAX (683M). PCBIX pays higher dividends than SMFAX: PCBIX (0.12) vs SMFAX (0.00). PCBIX was incepted earlier than SMFAX: PCBIX (25 years) vs SMFAX (14 years). SMFAX (1.39) is less costly to investors than PCBIX (0.67). SMFAX is a more actively managed with annual turnover of: 24.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than SMFAX: PCBIX (0) vs SMFAX (2500). SMFAX annual gain was more profitable for investors over the last year : 16.90 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. SMFAX (30.88).
| PCBIX | SMFAX | PCBIX / SMFAX | |
| Total Expense Ratio | 0.67 | 1.21 | 55% |
| Annual Report Gross Expense Ratio | 0.67 | 1.39 | 48% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.135 | 12.869 | 55% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.4B | 683M | 4,890% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.41 | 16.90 | 56% |
| Returns for 3 years | 47.03 | 46.49 | 101% |
| Returns for 5 years | 49.14 | 30.88 | 159% |
| Returns for 10 years | 116.70 | 100.17 | 117% |
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