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PCBIX vs SMFYX
PCBIX vs SMFYX Comparison
Open Charts PCBIX vs SMFYX
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
American Beacon Stephens Mid-Cap Gr Y
Price$42.04
Change-$1.02 (-2.37%)
VolumeN/A
Net Assets726.98M
PCBIX vs SMFYX Comparison Chart in %
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PCBIX vs. SMFYX commentary
Nov 14, 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 Buy and SMFYX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. SMFYX (727M). PCBIX pays higher dividends than SMFYX: PCBIX (0.12) vs SMFYX (0.00). PCBIX was incepted earlier than SMFYX: PCBIX (25 years) vs SMFYX (14 years). SMFYX (0.99) is less costly to investors than PCBIX (0.67). SMFYX is a more actively managed with annual turnover of: 24.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than SMFYX: PCBIX (0) vs SMFYX (100000). SMFYX annual gain was more profitable for investors over the last year : 6.53 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. SMFYX (27.66).
| PCBIX | SMFYX | PCBIX / SMFYX | |
| Total Expense Ratio | 0.67 | 0.96 | 70% |
| Annual Report Gross Expense Ratio | 0.67 | 0.99 | 68% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 3.029 | 13.765 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 727M | 4,402% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -4.65 | 6.53 | -71% |
| Returns for 3 years | 35.68 | 44.64 | 80% |
| Returns for 5 years | 33.05 | 27.66 | 119% |
| Returns for 10 years | 111.81 | 132.16 | 85% |
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