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PCBIX vs SMFCX
PCBIX vs SMFCX Comparison
Open Charts PCBIX vs SMFCX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
American Beacon Stephens Mid-Cap Gr C
Price$29.30
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets659.45M
PCBIX vs SMFCX Comparison Chart in %
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PCBIX vs. SMFCX 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 SMFCX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. SMFCX (659M). PCBIX pays higher dividends than SMFCX: PCBIX (0.12) vs SMFCX (0.00). PCBIX was incepted earlier than SMFCX: PCBIX (24 years) vs SMFCX (13 years). SMFCX (1.96) is less costly to investors than PCBIX (0.67). SMFCX is a more actively managed with annual turnover of: 24.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than SMFCX: PCBIX (0) vs SMFCX (1000). SMFCX annual gain was more profitable for investors over the last year : 12.39 vs. PCBIX (9.35). PCBIX return over 5 years is better than : 46.92 vs. SMFCX (19.79).
| PCBIX | SMFCX | PCBIX / SMFCX | |
| Total Expense Ratio | 0.67 | 1.95 | 34% |
| Annual Report Gross Expense Ratio | 0.67 | 1.96 | 34% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 5.901 | 10.817 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 12.39 | 75% |
| Returns for 3 years | 31.62 | 25.43 | 124% |
| Returns for 5 years | 46.92 | 19.79 | 237% |
| Returns for 10 years | 101.31 | 67.14 | 151% |
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