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PCBIX vs SMFAX
PCBIX vs SMFAX Comparison
Open Charts PCBIX vs SMFAX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
American Beacon Stephens Mid-Cap Gr A
Price$33.57
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets659.45M
PCBIX vs SMFAX Comparison Chart in %
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PCBIX vs. SMFAX 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 SMFAX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. SMFAX (659M). PCBIX pays higher dividends than SMFAX: PCBIX (0.12) vs SMFAX (0.00). PCBIX was incepted earlier than SMFAX: PCBIX (24 years) vs SMFAX (13 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 : 13.95 vs. PCBIX (9.35). PCBIX return over 5 years is better than : 46.92 vs. SMFAX (26.77).
| PCBIX | SMFAX | PCBIX / SMFAX | |
| Total Expense Ratio | 0.67 | 1.21 | 55% |
| Annual Report Gross Expense Ratio | 0.67 | 1.39 | 48% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 5.901 | 11.343 | 52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| 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 | 13.95 | 67% |
| Returns for 3 years | 31.62 | 29.61 | 107% |
| Returns for 5 years | 46.92 | 26.77 | 175% |
| Returns for 10 years | 101.31 | 86.36 | 117% |
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