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PCBIX vs SMFCX
PCBIX vs SMFCX Comparison
Open Charts PCBIX vs SMFCX
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
American Beacon Stephens Mid-Cap Gr C
Price$29.89
Change+$0.33 (+1.12%)
VolumeN/A
Net Assets683.11M
PCBIX vs SMFCX Comparison Chart in %
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PCBIX vs. SMFCX 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 SMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. SMFCX (683M). PCBIX pays higher dividends than SMFCX: PCBIX (0.12) vs SMFCX (0.00). PCBIX was incepted earlier than SMFCX: PCBIX (25 years) vs SMFCX (14 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 : 15.30 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. SMFCX (23.71).
| PCBIX | SMFCX | PCBIX / SMFCX | |
| Total Expense Ratio | 0.67 | 1.95 | 34% |
| Annual Report Gross Expense Ratio | 0.67 | 1.96 | 34% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.135 | 12.292 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 15.30 | 61% |
| Returns for 3 years | 47.03 | 41.79 | 113% |
| Returns for 5 years | 49.14 | 23.71 | 207% |
| Returns for 10 years | 116.70 | 79.54 | 147% |
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